COMPREHENSIVE INVESTMENT MANAGEMENT

Combining personal needs with investment management expertise and low costs to meet your goals.

CUSTOMIZED

Performance goals
Risk tolerances

EXPERT MANAGEMENT

Dedicated investment team
Actively managed to generate value

EXPENSES MINIMIZED

Avoid high cost mutual funds
Utilize liquid investments

OUR SERVICES

WHO WE SERVE

Portside Investment Advisors manages assets for individuals in the following contexts:

  • Family offices
  • Trusts
  • Retirement accounts
  • Personal wealth accumulation

HOW WE SERVE

We believe that individuals should have access to institutional quality portfolio investment management and fees:

  • We have deep experience managing personalized individual and family accounts.
  • We keep total fees lower by maintaining our independence and utilizing exchange traded funds.

The process used to manage your portfolio is fundamentally the same as for a large institutional:

  • Objectives: Your goals and risk tolerances thoroughly vetted and defined.
  • Benchmarks: Your portfolio is given a customized benchmark to evaluate the risk and return achieved.
  • Attention: Your assets are actively managed to add value consistently through various market dynamics.
  • Information: Your portfolio performance is reported to you in a clear and thorough manner.

OUR IDEA GENERATION & ANALYSIS

Attractive investment ideas are derived from a number of processes. The individual ideas are vetted both on their own and as part of the entire portfolio to consider the risk and return profile when combined with all other positions.

FUNDAMENTALS

  • What is the macro environment (economic, political, etc.) outlook?
  • Where are the greatest divergences in views between the consensus and our team?
  • What is the underlying composition of the market index?

VALUATION

  • What do the financial results look like currently and on a projected basis?
  • What is the distribution of valuations underlying the asset class?
  • How do the current valuations compare to an historical distribution?

SCENARIOS

  • What is the range of outcomes for the investment?
  • What are the probabilities to assign to various potential outcomes?
  • What are the key catalysts to consider?

TECHNICALS

  • Where is consistent cash flow driving markets regardless of price?
  • Where has speculative positioning become elevated?
  • Where have markets shown the most momentum or extended to extreme levels?

INVESTMENT PILLARS

Portside specializes in the management of multi-asset class portfolios. All portfolios are managed to materially outperform the relevant benchmark net of fees. Our portfolio construction process revolves around these pillars:

ASSET ALLOCATION DRIVER

Asset allocation and sub-asset allocation are the largest drivers of portfolio risk and return. Correlations between asset classes can be low or negative.  This creates opportunities for optimal diversification as well as relative value.  Evaluating multiple scenarios and the relationships between assets is critical.

BROAD GLOBAL OPPORTUNITY

Asset allocation should utilize a broad global opportunity set within prudent risk constraints. We look for relative value opportunities across economic sectors, company size, global region, country and fundamental theme. Limits to the size of the position are made depending on its potential volatility and return expectations.

CAPITAL PRESERVATION

Capital preservation is key to long term investment success. The degree of risk that a portfolio should hold is proportional to the expected return. When the outlook for asset returns are lower, the portfolio should reduce exposure in order to be prepared for better opportunities.

DECISION CONTEXT

Investment decisions are always considered in context of the whole portfolio. The portfolio exposure is always viewed as a whole to know what related risks are owned. We use various quantitative analytics to measure the collective risk profile of the portfolio, as opposed to just viewing each position by itself.