Institutional Asset Management
Options-Enhanced® and Cash Flow Bionic® Portfolios
Institutional Asset Management Services
We provide customized and transparent institutional asset management solutions emphasizing low-volatility, high-income portfolios.
Bionic® Portfolios – Customized. Transparent. Evolved.™
- Institutions, Pension Funds, Sovereign Wealth Funds and Endowments
Bionic® Portfolios are separately-managed, transparent, and customizable institutional portfolios. We offer two types of Bionic® Portfolios – 1) Options-Enhanced® Equity & Fixed Income Portfolios and 2) Cash Flow Portfolios.
Options-Enhanced® Equity & Fixed Income – $5,000,000 minimum
Options-Enhanced® Equity & Fixed Income Portfolios may replace hedge fund or absolute return allocations. Unlike typical hedge funds, there are no gates or performance fees. Annual fee rates based on assets, assessed monthly in arrears:
Cash Flow Portfolios – $5,000,000 minimum
Cash Flow Portfolios consist of ETFs, mutual funds, and dividend paying stocks. Depending upon your Investment Policy Statement, closed-end funds and MLPs may also be considered. Portfolios are designed to yield 4% from dividends and interest in an approximately 50%-50% mix of equities and fixed income securities. Annual fee rates based on assets, assessed monthly in arrears:
Investment management fees for the above strategies are negotiable.
Options-Enhanced® is a registered trademark for “Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others. FIRST USE: 20090904. FIRST USE IN COMMERCE: 20090904”