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Overview
Serving a Wide-Ranging Group of Clients
Fourth Quadrant Asset Management serves a diverse mix of investors. Because we have breadth and depth in research and expertise in areas most other asset managers lack, we have the necessary tools to successfully service a broad range of clients. Some illustrations of our capabilities:
- James, a high level Silicon Valley executive, was considering different asset managers to help diversify a large concentration of stock he received from his employer. We worked in conjunction with his accounting professional and custom designed an options solution that hedged away his stock specific risk while maintaining upside opportunities and at a fraction of the cost from wirehouse competitors.
- John was an oil and gas entrepreneur who owned his own firm before recently divesting it. He was seeking advice on how to diversify his investible assets but various financial advisors and private bankers provided only vanilla portfolio solutions and wrap programs. We were the only firm able to construct a customized hedged solution that was designed to maximize upside opportunities while implementing a predefined downside strategy.
- On May 6th, 2010 US markets were roiled by a rapid downturn in equity markets that spanned several minutes. Known as the ‘Flash Crash’ anxiety spread as investors quickly tried to sell assets and liquidity disappeared from the marketplace. While many investors were fearful, we quickly identified undervalued assets and benefitted from their position of strength in the market. The ability to accomplish this in times of despair is a direct result of our methodology of having a predefined downside strategy in place.
- David and Cheryl are a financially successful, retired married couple. Over the years they had accumulated a sizeable estate and had worked with a local wirehouse broker. Their problems began when their broker sold them a collateralized debt obligation (CDO) which they were told had very little chance of losing money. However, when the real estate market collapsed the underlying assets of the CDO plummeted and the couple lost a large amount of money. In addition, the broker had the couple invested heavily in equities with no predefined downside strategy. All in all, the couple lost over 50% of their investible net worth. The solution, was to implement a new strategy that did not involve sales of products but a custom-built balanced portfolio that allowed them to benefit from positive equity market appreciation while minimizing downside exposure.
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Learn why Fourth Quadrant Asset Management may be right for you:
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