Multi-Manager Portfolios

When building multi-manager portfolios, we seek out who we believe are the best 3^rd party managers we can and use them appropriately when constructing portfolios.

The key building multi-manager portfolios is to be able to mix and match strategies together without style overlap.

In order to achieve risk adjusted returns, you must use a diverse grouping of manager and SMAs.

For example, randomly picking managers and putting them into a portfolio together without knowing how their strategies are managed and if they are similar or different is NOT our idea of good portfolio construction  (this is what can happen when advisors use TAMPs like Asset Mark, SEI, Orion).

Managers used in our multi-manager portfolios not only goes through the classic “due diligence” process, but each one is vetted by Joseph Maas, CFA, CFP®, ChFC, CLU®, MSFS, CVA, ABAR, CM&AA, CCIM  and our team who then, in a sleeve, places them together with others to create cohesive portfolios.

Who are our multi-manager portfolio ideal for?

Investors seeking to be both tactical and defensive in their allocation to multi-asset class investing. The goal is to provide investors with adaptive allocations to stocks and bonds suitable for all market conditions, resulting in reasonable risk-adjusted total returns.

The managers used will increase or decrease the equity and fixed income exposure as the markets ebb and flow between risk-on and risk-off assets. The strategies are tactical in that they can hold up to 100% cash or cash equivalents via a fundamental analysis process, or through a tactical overlay process. The strategies seek to adjust to changing market fundamentals and technical factors by rebalancing as needed (monthly/quarterly) and incorporating quantitative and qualitative analyses. Additionally, the managers may adjust the portfolio between quarters if deemed necessary.

Base Portfolios:

Multi-Manager Conservative
Multi-Manager Moderate Conservative
Multi-Manager Moderate
Multi-Manager Moderate Growth
Multi-Manager Growth

Example of an allocation to a moderate portfolio:

-All of our portfolios can be reviewed and used with clients in the OnPointe Risk Analyzer software (the industry’s “best” point of sale tool).