3828 Kennett Pike, Suite 212, Greenville, DE 19807

info@aetoliacapital.com  |   302-543-4446

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    © 2019 AETOLIA CAPITAL LLC

    Disclaimer


    Aetolia Capital, LLC (“Aetolia”) is a Registered Investment Advisor ("RIA") registered with and resident of the State of Delaware. Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority.  Aetolia renders individualized responses to persons in a particular state only after complying with the state's regulatory requirements, or pursuant to an applicable state exemption or exclusion.

    This web site is intended to provide general information about Aetolia. It is not intended to offer investment advice, or to offer or recommend the purchase or sale of any securities or investment product.  Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement, and shall be subject to the terms and conditions therein. Information regarding investment products and services are provided solely to inform the reader about our investment philosophy, our strategies and to be able to contact us for further information.  You should not rely on any information provided on our web site in making investment decisions.

    Form ADV 2A   Form ADV 2B

    Dynamic Multi-Asset Portfolio

    Tactical Global Diversification 

    Global Investing in multiple asset classes all in one portfolio

    If we consider the constant movement of today's global markets along with the continuous growth of technology its important to have a portfolio that reflects the dynamic changes in global economies.  We have designed a portfolio that utilizes passive and active investments with exposure to individual global equities, factors, multiple sectors, global fixed income, currencies, commodities, and other asset classes that are liquid. 

     

    This strategy seeks to deliver risk-adjusted returns.  It follows a tactical approach with very flexible guidelines.  We overlay this strategy with a macro-risk model that allows us to adapt a forward-looking portfolio rather than looking at historical returns and hoping future performance will be replicated. 

     

    The Dynamic Multi-Asset Portfolio can be used as a core position within your overall asset allocation or can easily be adapted as your entire investment portfolio that provides global diversification.  

    Composition of the Portfolio

    Our flexible guidelines allow us to compose the portfolio by using the following core asset classes with a tactical focus while seeking to achieve risk-adjusted returns.  We will be offering two models: 1) will be a more aggressive, higher beta version seeking to outperform the All Country World Index (ACWI) and 2) the second model will be a lower volatility portfolio targeting a total return that exceeds the blended 60% All Country World Index/40% Barclays Global Aggregate Bond Index.  By utilizing passive and active investments we are able to create broad exposure or take a more concentrated focus when the appropriate opportunities are presented.  

    Dynamic Multi-Asset Portfolio As a Core Holding

    The Dynamic Multi-Asset Portfolio may also be used a core position in your overall allocation. It provides exposure to a global diversified portfolio, while allowing the investor the opportunity to adjust the outer asset classes in a more tactical manner.