Institutional Consulting Services

2. Portfolio Solutions Platform

CA360 offers an array of portfolio strategies spanning multiple investing methodologies.  In addition to utilizing the strategies on a standalone basis, each can be utilized with customized solutions. Below is a summary of the CA360 offerings, sorted by what we call “Methodology Style Boxes”:

CA360 Believes in Multi-Methodology™ Investing

CA360 believes in a modernized approach to portfolio design and diversification – something we call Multi-Methodology Investing™.

Instead of diversifying by asset class alone, CA360 utilizes portfolio design techniques that diversify portfolios across investing methodologies, portfolio strategies, investment managers, geographical regions, security type, and, of course, asset classes. 

Below is a summary of investing methodologies CA360 typically utilizes in our Multi-Methodology portfolio design:

• Passive Asset Allocation
• Strategic Asset Management
• Tactical Risk-Management
• Individual Equity/Bond Selection
• Liquid Alternatives

Goals of Multi-Methodology Portfolios™

Although there are never any assurances in investing, the overarching goal for our approach is to provide consistent, long-term results. In addition, while day-to-day volatility in markets cannot be avoided, we strive to create as smooth a ride as possible by working to (a) participate in bull market trends and (b) preserve capital during severely bearish cycles. Read more about our multi-disciplinary approaches here [link].

Want more information? Contact CA360’s Institutional Consulting Team, including Jeff Pietsch at (888) 452-5260.

1. Customized “White-Label” Portfolios
2. ETF, Equity and Bond Portfolios
3. Risk-Managed Portfolios
4. Research & Consulting Services

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