Finance C.A.P.E. | INSTITUTIONAL ENDOWMENT MODEL

Our team has spent years researching the best ways to help clients make the most of their money. As a result, we’ve worked to seek out as many value-creating strategies as possible outside of the world of traditional investments. We work with outside managers to provide our clients with public and private investment alternatives to diversify their portfolio with a goal of achieving steady annual returns that are low in correlation. We also work with attorneys, CPAs and other investment professionals who understand our style of tax strategies and solutions, and believe in our financial empowerment philosophy.

Private Equity

Investing opportunities available in equity securities of operating companies not publicly traded on a stock exchange.

Managed Futures

Strategies that take long and/or short positions in futures and options on global commodity, currency, interest rate and equity markets, among others.

Alternative REITs and REITs Preferred

Exchange traded investments and preferred shares that directly invest in real estate through properties and mortgages.

Real Tangible Assets

Direct investments in real estate, precious metals, art and collectibles, among other opportunities.

Long/Short Equities

Investments that seek to reduce volatility, market risk and enhance returns during up and down trending markets.

Commodities

Securities and futures linked to an underlying commodity such as oil, precious metals, grain, and livestock.

Hedge Funds

Manager-led strategies that invest in a wide range of securities and markets, seeking to reduce risk and/or enhance returns through a pooled investment or fund vehicle.

Natural Resources

Funds that invest specifically in or across sectors, including energy (oil & gas), metals & mining, timber, water, and agriculture and farmland.

Just about everyone can invest in the public markets. But did you know that directly investing in private, alternative assets can potentially reduce your portfolio’s overall risk? Accredited investors with the committed resources to pursue the investment strategies available through our institutional Endowment Model have access to actively-managed portfolio outside the public markets that may be ideal for your risk-return profile, growth and income needs and investment time horizons.

We offer a range of direct investing options that include hedge funds, private equity and private loans, real estate and real estate investment trusts commodities, natural resources, and energy and gas, among others. As a general rule, these investments are illiquid and are only available for qualified and accredited investors who understand the risks of such investments.

Throughout the year, our team spends considerable time and resources on the road seeking out the latest in alternative investments. This enables us to offer a broad range of direct investment opportunities at what we believe to be competitive rates.

Our Institutional Endowment Model is an investing option for accredited investors that is far beyond the traditional 60/40 asset-allocation investment mix. While the 60/40 model may appear diversified, the overall portfolio may expose an investor to more downside risk than expected.

Diversification into alternative asset classes and private fixed assets can offer accredited investors downside protection during times of market volatility. The external managers we work with also have opportunities to exploit any potential market inefficiencies they discover in the pricing of alternative assets.