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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 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:
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 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