Overview

You have worked hard for your money. We respect that.

Our goal is to make your portfolio more resilient to adverse events in the market. The reality is the market pulls back.

 

 

10-20% all the time, 30%+ a lot.

A diverse combination of the best stocks and fixed income investments does not mean low risk or conservative. That is a myth.
— Ken Corner



 

How We Help

We provide the same service to you that we do to our globally respected institutional clients and product distributors.

What gets us out of bed in the morning is building relationships with likeminded people – we are inspired by our clients. Entrepreneurs, Business people, Hard workers.  We welcome the opportunity to work with you to build resilient portfolios to protect your wealth. 
 

A Resilient Portfolio

The solution is not overly complex. It relies on the one simple truth in Finance and the markets: “the only free lunch is diversification”.

Yet, the part that often gets left out, is diversifying within only traditional assets (stock and bonds) has limited value.

 

60/40 has outlived its usefulness. It is dead.
— Professor Burton Malkiel tells CNBC
 

The Old Way

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The Better Way

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We manage investments that:

  • Include global commodity and financial markets

  • Are agnostic to the ups and downs of the equity markets

  • Offer true diversification                                   

  • Are a key piece of the investment puzzle

 

Our investments are designed to have low correlation to traditional investments and hedge funds. While your portfolios may be more complex than a traditional portfolio (60% equity, 40% bonds), the following illustration shows the obvious benefits of adding a non-correlated solution. We have included our flagship Auspice Diversified Program (ADP) for the example below.

  • Drawdown improves (drops) by 50%

  • By adding ADP at 25%, The portfolio pulls back 17% versus 34%

  • Annualized Return increases by 20%

  • Correlation is -0.25

  • Volatility drops by 28%

  • Sharpe increase by 67%

TERM
June 2007 through October 2014

60/40 PORTFOLIO
The 60/40 Portfolio is 60% S&P, 40 % Barclays US Aggregate Bond Index, rebalanced annually.

THE BARCLAYS CAPITAL AGGREGATE BOND INDEX
The Barclays Capital Aggregate Bond Index is a market capitalization-weighted index, meaning the securities in the index are weighted according to the market size of each bond type. Most U.S. traded investment grade bonds are represented. Municipal bonds, and Treasury Inflation-Protected Securities are excluded, due to tax treatment issues. The index includes Treasury securities, Government agency bonds, Mortgage-backed bonds, Corporate bonds, and a small amount of foreign bonds traded in U.S. The Barclays Capital Aggregate Bond Index is a long term index. The average maturity as of December 31, 2009 was 4.57 years.

S&P 500
An index of 500 stocks chosen for market size, liquidity and industry grouping, among other factors. The S&P 500 is designed to be a leading indicator of U.S. equities and is meant to reflect the risk/return characteristics of the large cap universe.

 

Results

Performance when you need it most.

Historically, the Auspice Diversified Program has added value at critical times of market correction or volatility expansion in addition to times of equity performance. The world is getting more volatile and our goal is to continue to add this value.

Historical Results:

DISCLAIMER
Futures trading is speculative and is not suitable for all customers. Past performance may not be indicative of future results and there is no assurance that any of the fund’s investment objectives will be met. An investor could lose all or a substantial portion of their investment.

For U.S. Investors, any reference to the Auspice Diversified Strategy or Program, “ADP”, is only available to Qualified Eligible Persons “QEP’s” as defined by CFTC Regulation 4.7.

Barclay BTOP50 CTA Index
The Barclay BTOP50 CTA Index seeks to replicate the overall composition of the managed futures industry with regard to trading style and overall market exposure. The BTOP50 employs a top-down approach in selecting its constituents. The largest investable trading advisor programs, as measured by assets under management, are selected for inclusion in the BTOP50.

S&P 500
An index of 500 stocks chosen for market size, liquidity and industry grouping, among other factors. The S&P 500 is designed to be a leading indicator of U.S. equities and is meant to reflect the risk/return characteristics of the large cap universe.

 

5 Reasons to Invest

Click to learn more about why now is the time to invest in Auspice Diversified Program.

 
 

Delivery Mechanisms

At Auspice, we believe in using the right delivery mechanisms to meet the client’s needs. We were the first CTA to launch an ETF (2008) and have continued to expand our delivery suite:

  • Funds: LP, Canadian Mutual Fund Trust (OM), Onshore, Offshore
  • ETFs: through partner firms 
  • Indexes: we publish our eBeta Indices 3rd party via NYSE
  • 40 Act Mutual Funds: US investors through partner firms
  • Separately Managed Accounts