Ben Warwick

USA Mutuals aims to clearly define the fundamental expectations of each of their strategies in various types of market cycles. Transparent and accurate expectations evolve into predictable risk management tools, and predictable risk management tools are the foundation of the firm’s portfolio construction philosophy.

Provides commodity futures trading services

Sovereign Wealth Management's (SWM) philosophy involves the use of Modern Portfolio Theory. The firm allocates assets among traditional asset classes in addition to alternative investments. They require a long and verifiable stream of returns different enough to add meaningful diversification to a portfolio. SWM employs the use of five asset classes: domestic and foreign equities; domestic and foreign fixed-income; and hedge funds. Capitalization and valuation metrics further classify their equity asset allocation. Asset class returns that exhibit significant pricing inefficiencies are captured through active management, while others are accessed through low cost, passive index funds

Functions as a College/University

Functions as a College/University

Fort Point aims to maximize long-term, risk-adjusted compounding results for clients. The firm has threefold approach to their management style which includes global diversification, active risk management and cost reduction through negotiating better pricing with their custodians and underlying managers.