ABARIS+Advantage Algorithmic Portfolio Management |
ABARIS+Advantage
| Navigate Challenging Financial Markets with ease |
ABARIS Investment Management provides an array of investment
management services to financial advisors, consultants, and investment
managers. For Investment professionals seeking a cost effective way to
manage their client accounts, we offer a full range of model portfolios
ranging from conservative to aggressive allocations.
Our portfolios provide an alpha generating solution for advisors seeking
to deliver high quality portfolio management to their accounts whilst
freeing up time to grow their business or pursue other interests.
Advisors manage the client facing relationship, we manage the portfolio
design, construction, monitoring, risk mitigation and performance.
ABARIS Advantage is a time-tested, client-focused strategy that
combines the transparency of a separately managed account, the risk-
adjusted return of many hedge funds, and the liquidity and low cost of a
mutual fund. ABARIS Advantage portfolios are designed to reduce risk
when times are tough and still pay off handsomely when markets are
buoyant.
ABARIS offers portfolios across asset classes and geographies, and
with a choice of passive or active management; or, choose from among
our state-of-the-art asset-allocation services. We deploy a wide range
of sophisticated investment-management capabilities to deliver
customized solutions for clients with particularly unique needs.
We’re putting our research, our knowledge, automated evaluation
processes to the task of building portfolios that deploy sophisticated risk-
management tools and processes; and developing innovative products
that address some of the biggest challenges facing our clients today.
| Our Strategies assist in : Generating improved returns maximizing profits and minimizing losses Making you risk averse & compliant running your practice Improving Client retention & business growth Attracting new Clients and potential for increased AUM Saving time & money associated with market research Differentiating your business from the competition |
| Portfolio Characteristics Standard Portfolios available for conservative, moderate and aggressive styles of investing Long Only and Long/Short portfolios available for ETF, Equities, High Yield Bonds and Treasuries MultiStrategy for Alternative investment Algorithmic and Quantitative portfolio management Trades in Bull as well as Bear Markets Strategy gives priority to capital preservation Risk management plays key role in the investment strategy Effective money management helps minimize risk and maximize returns Offered to Financial Managers, RIAs, Wealth Managers, Hedge Funds, Family Offices, Institutional and accredited High Net worth Investors. |
| Solutions for Financial Advisors |
Investment Solutions at ABARIS
At ABARIS, we focus on services for Investment Managers and Advisors, helping them provide personalized investment solutions their clients require. Moreover, we offer investment products that bring together our investment management expertise and asset management expertise. Our services help financial advisors and their clients develop successful investment management strategies. We look beyond typical style boxes, the usual investment classes, and popular fund managers for better strategies.
All of this furnishes you with a ready source for intelligent, useful solutions. ABARIS’s absolute return portfolios, offered within a separately managed account structure, are designed to meet a targeted return. This means we can potentially take advantage of both good and bad markets. Overall, ABARIS targets 1 balanced approach for long-term growth.
ABARIS uses tactical and strategic processes to lower volatility.
It broadly allocates across asset classes, including domestic and foreign equity, fixed income, absolute return, real assets, and private equity.
Additionally, highly focused stock selection and hedging techniques are employed to increase the portfolio’s risk-adjusted rate.
By hedging market risk, ABARIS focuses the stock holdings on a limited number of ideas. These have the highest conviction, and ABARIS believes clients can enhance portfolio value with controlled risk. As the focus keyphrase 1, this approach emphasizes quality selections over quantity.
ABARIS’s strategy seeks to grow investments over the long term.
Our portfolios span several diversified asset classes. Additionally, we feel this broad diversification provides more opportunities than a typical allocation.
We also employ a number of strategies and highly focused stock selection. This helps achieve a target level of risk and return.
In addition, the separately managed account structure can potentially help offset capital gains through strategic tax loss harvesting. This creates more efficient after tax returns.
At ABARIS we don’t only look for innovative ways to build wealth. We also look for practical ways to preserve it.
Our active hands-on management style includes rigorously evaluating every asset we recommend.
We consider the integrity of the investment process, the quality of professionals, and the consistency of performance history. We also assess the capacity for investing successfully in the future.
Only assets that meet our standards and selection criteria become part of ABARIS’s portfolio consideration.
To ensure those assets continue to meet expectations, we conduct regular assessments. We do the same with portfolios, proactively rebalancing and reallocating assets when necessary. This helps keep clients’ goals in focus and on track.
In fact, we believe strongly in the soundness and objectivity of our recommendations. We assume fiduciary responsibility for initial and ongoing asset allocation and investment strategy selection.
Our goal is to handle every investor’s assets as carefully as our own.
With ABARIS’s Investments, you benefit from an array of services, including investment policy creation, portfolio construction, compliance, and performance reporting. Reviews and presentation, operational administration, and proactive rebalancing and allocation follow. An experienced team of professionals dedicated to risk mitigation and addressing your individual needs. Objective investment guidance.
We can assist with the creation and testing of any custom designed portfolios before implementation.
Our standard portfolios have been extensively tested and live traded for several years.
We manage funds deposited with our Custodian. We will also work with funds deposited with clients’ Custodian with appropriate authorization to trade the specified accounts.
Please contact us for our highly competitive fee structure.