We Embrace and Enhance Modern Portfolio Theory

By incorporating tactical strategies driven by evaluating real-time price action with strategies driven by fundamental valuations and security selection, we seek to create a more broadly diversified portfolio. In our experience, tactical strategies have historically demonstrated less correlation to broader asset classes. Our quantitative process uses cash as a defensive hedge and can help financial advisors create a customized portfolio more properly aligned to the efficient frontier. 

We Take Action in Volatile Markets

Many investors remain invested no matter how volatile markets get. They worry that missing out on the market’s 10 best days can do so much damage to their portfolios that their best option is to simply grin and bear it through the market’s worst, and stay in at all costs. But we think there’s a better way. By combining traditional investment strategies with tactical solutions, we can provide proactive portfolios.

At Adviser Capital, we believe avoiding the market’s worst days is as important to investment success as participating in every bit of an upside move. Consistent compounding of positive returns is the key to building wealth over time, and that means preservation of capital is an important investment foundation. Many of our investment strategies center on the goal of risk control and taking measures to reduce losses during major market corrections, while still seeking to capture a portion of market or asset class uptrends.

We Stay Disciplined

The goal for our quantitative investment strategies is to reduce volatility and deliver competitive absolute returns. Our investment team is guided by the disciplines of our computer models—an approach that offers a systematic buy-and-sell process that seeks to avoid the pitfalls of human emotions. In fact, studies have shown how detrimental investor emotions can be in making knee-jerk investment decisions in response to market headlines.

We understand that reducing down-market exposure also provides less investor anxiety and leads to clearer long-term decisions. Keeping investors from making poor emotional decisions (buying high and selling low) is extremely valuable to long-term success … And you, and your clients, will sleep better at night knowing they have an active approach.

Why Invest With Adviser Capital?

• Experience: Our investment strategies and experienced investment professionals have weathered all market conditions. Our research and investment team have a combined 19 years of building and actively managing client portfolios in a variety of strategies.

• Integrity: We are fiduciaries. We are transparent and open about our process and our record. We’ve worked hard to build a reputation for accountability among our clients, and we don’t take their trust for granted. 

• Diverse Options: From the beginning, our boutique firm has built tailored solutions to meet client needs. Whether clients need income generation, long-term capital appreciation, downside risk control or an all-in-one portfolio solution, we offer separate account strategies to solve their problems.

• Access: If you have questions about our strategies, give us a call. We pride ourselves on being portfolio managers you can talk to. 

• Service: As advisors ourselves, we understand your business and your clients’ needs. If you have a problem, a question or need some help, you can count on us to respond quickly. 

Past performance is no guarantee of future results. Investments are subject to risk and any of Adviser Capital’s investment strategies may lose money.