This portfolio would be a carefully curated collection of funds that are not generally available to public investors. There would be less liquidity, making this portfolio ideal for capital that can be set aside for a longer period of time. This portfolio would include both long/short as well as long only funds investing in a wide range of assets including equities, fixed income, natural resources and crypto. Investors in this product could also expect a higher level of individualized service and the ability to interact with the managers of the underlying portfolios to gain exclusive insight into each manager’s strategy, vision and outlook. Based on past performance, we would anticipate 15-25% annualized return with 10-15% annualized return over time.
