Investing with intention
LEARN MOREHigh-Q – A 100% equity portfolio striving for S&P 500-like returns, plus lower volatility and higher distribution yield.
Incertus – An all-weather, multi-asset class portfolio pursuing long-term growth and lower volatility.
Income & Growth – A diverse portfolio (by asset class and geography) focusing on income generation first and growth second.
Core Plus Suite – An easy way to align risk tolerance to a geographically diverse, risk-based portfolio. Choose from 5 risk levels.
Our Edge
Distinctive Investing
Our overall investment approach was developed during our CIO’s years at the Chicago Board of Trade and Chicago Mercantile Exchange. Our modern process is always guided by research.
Risk-Aware Culture
Our portfolios aim for optimal risk-adjusted returns, reduced downside volatility, diversified return streams, and relatively lower levels of correlation among invested assets.
Dependable Transparency
We believe investors deserve full transparency. Our clients receive independent statements that confirm their holdings in their name. Their capital is always accessible.
Latest Commentary
by IFMAdminMinimum Variance Is the Key
High-Q had substantial outperformance during April compared to its benchmark, the S&P 500.
Read Moreby IFMAdminLooking Forward to More Opportunities
Overall long-term Incertus portfolio returns have been solid compared to our benchmark.
Read Moreby IFMAdminWeathering the Market Cycles
Overall long-term Incertus portfolio returns have been solid compared to our benchmark.
Read More