Since our founding in 2007, we’ve sought to anticipate investor’s needs. That’s one reason why many of our current offerings focus on alternative sources of income. Interest rates have consistently declined over the past decade, meaning investors may need to search even farther for additional yield that doesn’t add excessive risk.
We’re always looking for asset managers who can meet the needs of tomorrow’s investors. Because many of those managers have strategies that previously were not easily accessible to investors, we help them broaden their availability through mutual funds. These funds bridge the gap between investors and independent asset managers, putting these strategies within reach of many more individuals.
Our line-up features the following four funds to help complement the existing asset allocation of investor’s portfolios.