Who We Serve
Capital Advice supplies Sub Account Management and Signaling services based on proprietary strategies to registered investment advisers, institutions, investment advisor representatives and exempt reporting advisers. In addition, it also provides direct management services to other entities and qualified individuals.
What We Offer
The strategies offered are tactical in nature. They are driven by math and avoid subjective criterion and emotions which so often ensnare investors. The quantitative models the strategies rest on are systematic and based on observable data. No forecasting is used.
The models are built with two objectives in mind. First, they are built to participate in bull markets but with exit rules with the goal of avoiding large losses. Second, they can move to assets that may appreciate during bear markets.
Returns, drawdowns, recovery times and volatility for each strategy are included in research reports that you may link to here.
Why We Do What We Do
Modern Portfolio Theory and strategic allocation have been a blessing in many ways over the last several decades. Unfortunately, the amount of risk a client can bear at any given time is a moving target. Periods of unemployment, illness or family upheaval can affect an individual’s ability to stay invested during bear markets. Pension plan sponsors may be under stress to make contributions to plans during weak economic periods and bear markets. Advisers can see substantial drops in assets under management which affect cash flow and business plans. Adding tactical strategies may smooth the value of portfolios during turbulent markets and improve outcomes for investors.
How We Do What We Do
The unique way we assess markets dictates the signals used at any given time in the market cycle. For a quick presentation of how markets are assessed and the signals used in the strategies please contact us at 972 | 516 | 1009 or email scott @ capitaladvice.us.