Our portfolios include a carefully selected mix of active and passive strategies, helping to ensure low cost and tax efficiency (when applicable). We recognize that many active managers do not beat their benchmarks net of fees over multiple cycles. We use active investment management only where we believe there is a reliable and demonstrated skill.
Traditional Long Only Investments
Our portfolios include traditional long only investments. Additionally, we utilize a carefully selected mix of active and passive strategies. We recognize that many active managers do not beat their benchmarks net of fees over multiple cycles. We use active management only where there is a reliable and demonstrated skill.
Alternative Investment Strategies (Liquid and Illiquid)
Studies have revealed that alternative investments create the potential to increase an investment portfolio’s return while reducing its volatility. Two key components highlight why alternative investment strategies are an attractive addition to an investment portfolio:
The potential for low correlations and negative correlation with traditional asset classes
The flexible investment mandate whereby the goal of the manager is to generate positive returns, rather than compete against a benchmark or peer group
At Conexus Capital Management, LLC it is our view that by lowering a portfolio’s overall volatility, a superior client experience is likely to occur by a) allowing the power of compounding to work more effectively, and b) mitigating the behavioral challenges facing investors allowing them to adhere to their plan and longer-term objectives.
Included in our Investment Management Services are the following:
Developing a formal Investment Policy Statement
Constructing personalized portfolios
Sourcing, selecting and monitoring third party investment managers
Integrating existing holdings, including real estate and illiquid assets, into investment objectives
Incorporating alternative strategies into portfolios
Developing diversification strategies for low basis securities
Providing on-going advice regarding strategic and tactical investment strategies
Providing access to custody services through our custodian Charles Schwab & Co., Inc.
Providing portfolio, transaction and performance reporting