Investment Management
Comprehensive wealth management for investors with complex financial needs.
Overview
Disciplined Portfolio Solutions for Long-Term Objectives
NinePointTwo Capital's Investment Management division provides tailored portfolio solutions designed to help clients achieve their long-term financial objectives.
We manage client wealth with the same discipline and independence that runs through everything else we do at NinePointTwo.
As a fee-only fiduciary, our only obligation is to our clients, with no competing interests and no product mandates.
Every client portfolio is built on the same quantitative foundation and research process that drives our alternatives strategies.
Approach
Our Approach
Investment Selection
We design custom portfolios for clients with a high level of diversification subject to your goals and objectives. This means diversifying across assets, geographies, and factors.
Tax Management
Tax efficiency is an often overlooked, yet crucial consideration for any taxable investor. We offer a suite of tax-efficient strategies to help maximize after-tax wealth compounding.
Costs & Liquidity
Keeping costs low and liquidity high is a guiding principle of our Firm. All of our separately managed accounts have daily liquidity and avoid products with high-fee structures.
Ongoing Risk Monitoring
Our experience running complex quantitative strategies gives us a unique view on risk. We utilize proprietary risk models to help manage client portfolio risk.
Services
Services
Portfolio Management
Customized portfolio construction and management aligned with your specific investment objectives, time horizon, and risk preferences.
Tax Management
Proprietary tax-aware long/short equity and alternative strategies, tax efficient portfolio construction, and active tax management.
Liquidity Management
Separate account clients have daily liquidity and the ability to borrow against their portfolios utilizing box spreads, which may result in lower financing costs vs. conventional margin loans in certain circumstances. Box spread strategies involve options and margin risk and are not appropriate for all clients.
A Trusted Advisor
If you decide to work with NinePointTwo, our mission is to be your partner on all financial and investment decisions. This includes your portfolio with us, outside public and private investments, and other financial questions big and small.
Featured Strategy
Tax-Aware Long/Short
Taxes are often the largest expense investors will face. Tax-aware strategies are a modern approach to tax-efficient investing and have the potential to significantly enhance after-tax returns. Unlike many advisors, our tax-aware strategies are run directly by our team. This means potentially lower all-in fees, increased customization and flexibility, and continuity across multi-year planning horizons.
Explore the StrategyClients
Who It's For
Our investment management services are designed for clients seeking disciplined, research-driven investment advice and financial planning.
- High-net-worth individuals and families
- Family offices seeking institutional-quality management
- Corporate treasuries and operating companies
- Non-profit organizations and foundations
Investing involves risk, including the possible loss of principal. Investment management services are not suitable for all investors. Please refer to our Form ADV Part 2A for a complete description of our services and risks.
Contact
Start a Conversation
We welcome the opportunity to discuss how NinePointTwo Capital can help you achieve your investment objectives.