Managed money puts you on the same level as the millionaires and billionaires, and it does so with full and complete disclosure of the fees.

What is “managed money”?

Imagine that you have $100 million in cash, ready to invest. Where do people and institutions like pension funds and hospitals with that kind of capital invest their money?

They hire talented, professional money managers. These money managers enjoy several advantages over traditional mutual funds:

  • Access to virtually any asset class, to include the safety of cash or cash equivalents
  • Flexibility to move any such asset class based on market conditions
  • Focus on absolute performance – on growing and protecting assets – rather than chasing a benchmark
  • Full and transparent disclosure of all fees and the retention of assets based strictly on investment results as opposed to sales charges and redemption or surrender fees

Now you can enjoy access to these same managers, who will carefully invest your money along with foundations and pension plans.

Our carefully chosen money managers focus on tactical asset management, meaning they don’t just “buy, hold, and hope.” When the volatility is high and the market is trending lower, they can move to safer assets, including cash.

When you don’t have to ride out every downturn, over time you can significantly increase your account balances compared to a passive investment strategy.

Managed money puts you on the same level as the millionaires and billionaires, and it does so with full and complete disclosure of the fees. It eliminates commissions and conflicts of interest found with mutual fund salespeople, and legally requires us to act in your best interest at all times.

We believe managed money is simply a better way to invest, and looking forward to discussing your situation to see how it may benefit you.

We continually evaluate and select from the finest investment management options available in the industry today. Below are a few of our most-frequently used low-risk tactical money managers.