A new kind of strategic partner
Our tailored services offer advisors comprehensive investment management and dedicated operational support to enhance the client experience.
Firepower for your practice
The Elevation Point experience is a customizable and integrated suite of solutions and support designed to simplify and grow your practice.
Believing in a better way
Investors seek to manage risk and prudently grow their assets while providing for future generations, this premise helps shape our beliefs.
We believe traditional methods of allocating capital do not present all the opportunities available.
We believe investors should avoid risks without appropriate potential return.
We believe in broad diversification and our teams demonstrate high conviction, efficiency, and fairness.
We believe each investor has a unique risk tolerance and goals that must be understood.
Services to support your growth.
Outsourced CIO (OCIO)
We provide advisors with support and expertise in portfolio design, manager research, due diligence, and macroeconomic research.
Advisor as portfolio manager
With 20 years of experience building portfolio allocations, we bolster advisor portfolio design with tools and strategic advice that help them manage their clients’ wealth.
Asset Management
We offer a variety of alternative investment funds and discretionary portfolio management services to individuals and institutional investors.
Reach out today for more details.
Model portfolios
that balance risk and reward
Our model portfolios are grounded in risk management and are focused on maximizing returns within a given target drawdown parameter, avoiding the negative impact of “tail risk” events.
GRANITE INVESTMENT PORTFOLIOS
Seven carefully crafted investment models that leverage ETFs and mutual funds to achieve optimized returns aligned with the investors’ ability to withstand risk. The Granite portfolio series also offers 4 non-traditional Granite+ models featuring liquid alternatives.
SUMMIT INVESTMENT PORTFOLIOS
Summit utilizes direct indexing technology and individual securities for further personalization and the potential for improved tax efficiency.
These institutional-style portfolios focus on providing superior risk-adjusted returns, including models built from the ground up incorporating alternative strategies.
Custom portfolios
designed for your needs
We design portfolios utilizing high-quality equity, fixed-income, and alternative investment managers. By handling portfolio construction and management, we free up valuable time and improve outcomes for clients.
CUSTOM PORTFOLIOS
Craft portfolios tailored to the specific needs and goals of your clients with our resources supporting your every move.
PORTFOLIO COMPLETION
Incorporate sophisticated mandates within the context of your client’s existing portfolio with the help of our portfolio consultants. We ensure our strategies complement the broader financial picture.
ALTERNATIVE AND SPECIALTY PORTFOLIOS
Leverage our expertise and industry relationships in the alternative and specialty product space to source differentiated, vetted strategies for your clients.
asset class coverage
A broad range of asset classes are utilized including, but not limited to:
- US Equities
- Non-US Developed Equity
- Non-US Developing Markets Equity
- US Taxable Bonds
- US Tax-Exempt Bonds
- Global Bonds
- Emerging Market Debt
- Preferred Securities
- Non-Investment Grade Bonds
- Global Public Real Estate
- Energy & Infrastructure
- Commodities
- Private Equity
- Private Credit / Debt
- Private Real Estate
- Hedge Funds
- Long / Short Equity and Credit
- Tactical Multi-asset
- Managed Futures
- Option-based Strategies
Sophisticated private client services
We specialize in personalized portfolios that may combine Unified Managed Accounts (UMA), Separately Managed Accounts (SMA), and private, non-traditional investment strategies. Each advisor is assigned a dedicated Portfolio Consultant who works with our experienced investment strategy, operations, and client service staff. Working closely with you, we deliver sophisticated investment strategies using an open architecture platform centered on your financial objectives and tolerance for risk. We excel in single-stock risk management, cash-flow strategies, long-term private investing, and generational wealth transfer.
After-tax wealth accumulation
Private Client Services gives you access to tax-managed overlay services designed to maximize after-tax wealth.
Tax-efficient transition plan
We can reposition an existing portfolio with appreciated low basis shares and embedded gains tax-efficiently on a timeline, tax or capital gain budget dictated by you.
Portfolio income
If you’re seeking income for retirement or other cash flow scenarios, we can develop a personalized portfolio income strategy that delivers consistent and predictable cash flow.
Concentrated stock position diversification
We can advise around hedging, tax management, and diversifying of concentrated stock positions with a low-cost basis that would trigger significant capital gains if sold.
Special access to alternative investments
With 20 years of alternative investment experience, we utilize our broad network to provide advisors access to alternative investment strategies. These can be used as standalone strategies or incorporated into our personalized portfolio designs.
- Alternative investments are deployed to potentially reduce portfolio volatility, market correlation, enhance cash flows, or to invest in non-public markets and industries.
- We assist with various aspects of alternative and private market investing, including sourcing, due diligence, asset allocation, and reporting.
- Our relationships with world-class, institutional private equity and private credit managers include Blackstone, Bain Capital, Ellington Management Group, Blackrock, Apollo Global Management, Guggenheim Investments, KKR, Blue Owl, and The Carlyle Group.
- Alternative investments can be acquired as a standalone strategy but are commonly incorporated into Elevation Point’s personalized portfolio design.
We can also evaluate outside alternative investments and, if we find them suitable, approve them for use by all our advisors. If we have concerns or believe they don’t align with our approach, but the client wishes to keep them or is required to due to constraints, we can treat them as an unmanaged asset and report on them if we receive the performance data.
Access boutique third-party money managers (SMA)
Providing access to the best investments is often off the menu for larger firms. In contrast, we go beyond the typical household names, identifying unique alternative managers that allow us to improve the risk/return profile for your clients’ portfolios.
In addition to our approved list of investment managers, we have an investment team that conducts due diligence and supports advisors that have an SMA business with contracts already established with most wirehouse managers.
PRIVATE EQUITY CO-INVESTMENT OPPORTUNITIES
Alt: 62 is an exclusive club with special connections. We’re forming an exclusive investment group which includes our partner firms, Elevation Point, and the sophisticated family offices who invest capital with us to identify unique and private investment opportunities.
PORTFOLIO EVALUATION SERVICE
For an advisor’s client portfolios exceeding $5 million, our portfolio evaluation service offers a comprehensive review of your client’s current holdings and a tailored proposal crafted for their unique financial goals.
Leveraging our diverse range of investment strategies, sophisticated asset allocation techniques, and robust risk management practices, we generate a tailored portfolio recommendation tailored to your client’s unique financial goals and risk tolerance.
Elevate your client experience
Our comprehensive investment management solutions and advisor support services keep your clients at the top of your priority list.
Leverage Expertise
Our clients gain oversight and experience from our skilled research and investment analyst team.
Gain Efficiency & Scale
Working with a trusted partner allows you to utilize our expertise, freeing you to deepen and expand client relationships.
Reduce Operational Burdens
Managing day-to-day operations is time-consuming. Let us do the heavy lifting with administrative, back office, and client support functions.
Retain and Win New Business
Our team is your team. We help you compete with the world’s largest financial institutions in the competitive advisory market.
