NEW YORK, NY and SAN FRANCISCO, CA--(Marketwired - September 22, 2016) - United Advisors, an advisor and wealth management support platform, and 55 Capital, an investment management company, today announced a strategic partnership to provide United's financial advisors with all five of 55 Capital's dynamically managed strategies. The strategies, comprised of 100% ETFs, aim to uniquely manage risk to deliver better outcomes for a wide range of investors. This is the first time United Advisors has entered a strategic relationship of this kind.
"Our advisors are increasingly seeking ETF portfolios that provide principal protection and tax efficiency, managed with a robust risk framework and by an expert team. We believe 55 Capital delivers it all, leading us to enter into this strategic partnership with them," said Mark Penske, Chairman and CEO, United Advisors. "We are pleased to be working with 55 Capital to offer their global ETF strategies to our advisor network."
55 Capital's strategies benefit from an abundant choice of ETFs to provide access to a broad range of asset classes. The breadth of this approach, when applied in a disciplined manner by a seasoned research team, seeks to provide greater diversification, reduced volatility, tax loss harvesting, and improved returns over traditional 60/40 global equity/bond portfolios.
"Today's markets are challenging with what we believe will be low forward-looking returns and an increasing number of volatility surprises. We are thrilled to partner with United Advisors to provide their clients with ETF portfolio solutions that utilize sophisticated, well-documented techniques broadly used by institutional investors to manage risk and enhance returns," said Bruce Lavine, CEO, 55 Capital.
Mr. Lavine added, "We also believe that advisors want to use more ETFs in their clients' portfolios, but are often frustrated with how to select the 'right' ones. At 55 Capital, we have the capacity to navigate the sea of ETFs and to construct efficient, resilient, diversified, tax-efficient portfolios."
55 Capital's strategies include:
- Dynamic Macro: 55 Capital's flagship strategy providing a multi-asset class offering of equities, fixed income, absolute return, commodities, and currencies exposures. The strategy dynamically allocates both across asset classes and on a more granular level within asset classes. This strategy had the highest risk-adjusted returns of the five strategies during a 12-year back-testing period.
- Enhanced Macro: has a fixed allocation to equity, bonds and alternatives, while having a dynamic allocation within each asset class to provide higher returns with lower portfolio volatility than a 60/40 global equity/bond benchmark.
- Global Allocation: dynamically allocates between three equity asset classes (U.S., developed and emerging) and three fixed income asset classes (U.S. credit and U.S./emerging sovereign), seeking to deliver broad market benchmark type returns with reduced overall drawdowns.
- Global Equity: delivers U.S., developed and emerging markets equity exposures with a downside risk-oriented framework to deliver broad equity exposure.
- Alternatives: a market neutral-oriented strategy using absolute return, commodities and currencies exposures. The strategy is designed to deliver returns that are not correlated with equities or bonds. The level of risk is similar to a bond portfolio.
About United Advisors
United Advisors is an advisor and wealth management support platform focused on helping partners and affiliates progress toward their personal and professional goals. Centralizing many of the middle and back office functions, we help streamline the needs of growing advisory firms, allowing our customers to focus on business development, succession planning, and acquisitions. UA provides different affiliation models allowing flexibility as to how advisors run their business at specific transition points in their business lifecycle.
About 55 Capital
55 Capital is an investment manager delivering dynamically managed portfolios that span numerous asset classes, market segments and geographic exposures. 55 Capital's goal is to provide well-diversified core portfolios that have more return drivers and more active management of risk, tax and performance than most investors have access to today. 55 Capital implements its strategies with 100% ETFs to provide precise, low-cost, tax-efficient access to a wide range of asset classes. The firm, with offices in San Francisco, New York and Mumbai, leverages the combined wisdom of a deep research network to systematically manage assets for advisors, high net worth and institutional investors.
For more information on these strategies visit www.55capitalpartners.com or email us at email@example.com.
Opinions expressed are current opinions as of the date appearing in this material only. While the data contained herein has been prepared from information that 55 Capital and United Advisors believe to be reliable, 55 Capital and United Advisors do not warrant the accuracy or completeness of such information. This communication is for informational purposes only. This is not intended as nor is it an offer, or solicitation of any offer to buy or sell any security, investment or product.
The information contained herein regarding 55 Capital and United Advisors is confidential and proprietary and intended only for use by the recipient. If you are not the intended recipient, you are strictly prohibited from disclosing, copying, distributing or using any of this information. If you received this communication in error, please contact the sender immediately and destroy the material in its entirety, whether electronic or hard copy. The information contained herein is not complete, and does not contain certain material information about the investment strategy, including important disclosures and risk factors associated with such investment, and is subject to change without notice. Neither the U.S. Securities and Exchange Commission nor any state securities administrator has approved or disapproved, passed on, or endorsed, the merits of this document.
The historical results discussed are hypothetical and based on back-tested investment returns of similar indices and 55 Capital proprietary strategies. These historical returns have been computed by 55 Capital based on allocations mandated by the strategies. Historical (or model) performance results have certain inherent limitations. Unlike an actual performance record, such results do not represent actual trading and accordingly, may have under- or over-compensated for the impact, if any, of certain market factors, such as market disruptions and lack of liquidity. In addition, hypothetical trading does not involve financial risk and no hypothetical investment record can completely account for the impact of financial risk in actual trading (for example, the ability to adhere to a particular trading program in spite of trading losses).
Copyright © 2016, 55 Capital, United Advisors and/or its affiliates. All rights reserved.
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