ConvexBeta Investments, LLC provides fiduciary services to each client “going beyond traditional investment advice”. ConvexBeta Investments, LLC crafts customized Investment Policy Statements (IPS) with an interview approach that state established investment objective, risk tolerance and any investment limitations that the client directs ConvexBeta Investments, LLC to implement and follow. Investment limitations include time horizon, unique preferences, tax constraints, liquidity needs, and legal/regulatory guidelines.
ConvexBeta Investments, LLC reviews and assesses the economic and market environment outlook. The outlook helps guide IPS implementation to maximize diversification and generate enhanced rates of return versus an established benchmark.
ConvexBeta Investments, LLC designs initial portfolios and actively rebalances holdings using industry leading risk management software consistent and subject to IPS and economic/market environment. Holdings use innovative tax-efficient tactics and low-cost investment vehicles that are free from hidden or opaque fees, charges or other unnecessary costs.
ConvexBeta Investments, LLC measures portfolio performance and attribution with industry accepted software. ConvexBeta Investments, LLC seeks to meet with each client on a periodic basis no less frequently than once a year to review and revise the investment process.
