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Multi-Disciplinary Portfolio Approaches
CA360 provides a full suite of multi-manager, multi-discipline portfolio approaches with the goal of achieving true and robust diversification across client objectives and market regimes. We continuously track all approaches to best match which we utilize according to these two driving factors. Representative approaches include:
| Passive Allocation Portfolios Longer-term “core” asset allocation portfolios utilizing a capital market assumption approach and an opportunistic re-balancing strategy. CA360 offers 8 risk-targeted models that employ low-cost, tax-efficient ETFs in ten-percent increments to stocks versus diversifying holding allocations. |
| Strategic Allocation Portfolios |
| Stra|Tactical™ Allocation Portfolios Intermediate-term, actively managed portfolios that straddle the strategic and tactical methodology lines. These multi-asset class portfolios incorporate both longer-term “core” holdings, leadership-based strategies, as well as risk management techniques. CA360 offers 2 Stra|Tactical™ models, including the Encompass Risk-Targeted and Class Tilt series. |
| Tactical Allocation Strategies Actively managed tactical portfolios designed to manage exposure to market risk and/or generate alpha via leadership strategies. CA360 offers 9 risk-managed, tactical allocation models including The Risk Manager Series (Winner of 2018 NAAIM Shark Tank Award), which is designed to stay in tune with the primary market cycle and to manage the risk of the overall environment. |
| Equity Selection Portfolios Actively managed equity portfolios focused on individual stock selection alpha. CA360 offers seven equity selection models, including:
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| Liquid Alternative Portfolios |
| Multi-Methodology Investing™ Portfolios Portfolios utilizing a modern, multi-disciplined approach to diversification by addressing multiple investing methodologies, multiple strategies, multiple managers, and multiple time-frames – all in a single portfolio. These portfolios are typically custom designed for advisor partners. However, CA360 also offers five predesigned risk-targeted “modern” portfolio designs along the full spectrum of client risk-tolerances:
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Want more information? Contact CA360’s Institutional Consulting Team, including either David Moenning or Jeff Pietsch at (888) 452-5260.
For More Information on CIO Services, Contact our Specialists:
David Moenning
Director of Institutional Consulting
(888) 452.5260
Advisory services offered through Eastsound Capital Advisors, LLC dba Capital Advisors 360, Advisors 360 & Western Financial
Eastsound Capital Advisors, LLC (“ECA”) is registered as an investment adviser with the United States Securities and Exchange Commission (the “SEC”). The information herein has not been approved or verified by the SEC, or by any state securities authority. ECA provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. Registration with the SEC does not imply a certain level of skill or training. The adviser’s approaches may not be suitable for all investors. All investing is risky and past performance, whether actual or tested, is no guarantee of future results or profitability. This content is developed from sources believed to be accurate, but is not guaranteed and the firm assumes no duty to update any information for subsequent changes of any kind. The information herein is not intended as individual investment, tax or legal advice. Please consult with your personal advisor, legal or tax professionals for specific information regarding your individual situation.
Capital Advisors 360
329 Dolphin Bay Road
Eastsound, Washington 98245
(888) 452.5260
