Portfolio Solutions

OVERVIEW

Objective


Crow Point Portfolio Solutions seek superior risk-adjusted returns by allocating capital across a wide variety of global asset classes.

Strategy


  • Repeatable global asset allocation framework
  • A true, global portfolio solution that aims to achieve attractive returns at acceptable levels of risk
  • Integrated process of asset allocation, risk management and portfolio construction ensures consistency of portfolio returns relative to client objectives
  • Simple and transparent investment framework implemented with ETFs and Mutual Funds

Portfolio Management


Contact


Patrick Mullin, CFA

Managing Director

Tel: 781-875-3185
patrick@cppinvest.com

PORTFOLIO

Portfolio Guidlines


Core Allocation
  • Beta oriented
  • Major market asset classes
  • Actively managed based on outlook
Tactical Allocation
  • Alpha oriented
  • Unconstrained
  • Actively managed based on outlook
Alternatives Allocation
  • Opportunistic investments
  • Diversifiers
  • Long/Short/Other


Allocation Framework


DOCUMENTS

Documents


Presentation

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