Katie Garber’s Post

Titan Fund Management Services has broadened its investment offerings to address the rising demand for personalized wealth solutions. This expansion reflects Titan’s commitment to providing flexible, client-centered investment strategies that cater to diverse financial needs. #TitanFundManagement #WealthManagement #InvestmentSolutions #FinancialPlanning

🌟 A remarkable 91% of Funds Society readers invest in mutual funds, highlighting the importance of asset management expertise. This trend underscores the value of mutual funds in diversified investment strategies and the growing confidence in professional asset management. Funds Society continues to provide critical insights and updates to support informed investment decisions. #MutualFunds #Investment #AssetManagement #FundsSociety #InvestorTrends

Very excited to share this article! Today's most exciting strategies are private—impact investing, ag funds, VC—but putting them in your portfolio is still incredibly painful. We've worked tirelessly to integrate wealth onboarding with easy access to private markets, together with our terrific aligned partners like Vision Capital Corporation. Whether you're accessing private issuances directly or through an advisor, Mako makes the process as simple as a click. https://lnkd.in/e_jCshce

The investment management industry stands at the threshold of a transformative era, with the evolution towards hybrid mutual fund/ETF structures marking a pivotal shift in strategic institutional asset management. In this article, Wealth Management EDGE speaker Aisha Hunt, Principal at Kelley Hunt, delves into the dawn of hybrid fund structures! Read her insights here: http://spr.ly/6047kXyxT Catch Aisha on stage on May 14 as she’ll discuss the market outlook for the year ahead! >> http://spr.ly/6048kXyxo #WMEDGE #InsideETFs #ETFs #investment

Hedge funds promote exclusivity and high returns, but are they truly the right fit for your financial goals? The typical “2 and 20” fee structure, 2% of assets and 20% of profits, can quickly erode your gains. Liquidity is another issue, as hedge funds often lock in your capital, reducing flexibility when you might need it most. These funds use complex strategies aimed at above-average gains, yet they frequently underperform compared to diversified portfolios. Plus, managers often collect fees regardless of performance, which means their incentives may not always align with yours. Read the blog post here: https://lnkd.in/gYZY-bvV If you’re interested in exploring smarter investment strategies, contact Empirical. #investing #wealthmanagement #financialplanning #hedgefunds

TheFidesCapital Investment is a hedge fund investment program dedicated to providing tailored financial solutions to its clients. With a focus on strategic asset management, TheFidesCapital Investment offers a range of services including portfolio management, financial planning, and investment advisory. The firm leverages a team of seasoned professionals who bring a wealth of experience and expertise in various financial sectors. At TheFidesCapital Investment, the client’s financial goals and risk tolerance are paramount. The firm prides itself on its personalized approach, ensuring that each investment strategy is aligned with the client's unique objectives. Whether you are a seasoned investor or new to the investment landscape, TheFidesCapital provides the guidance and support needed to navigate the complexities of the financial markets. The company’s commitment to excellence is reflected in its rigorous research and analysis process, which drives its investment decisions. By staying abreast of market trends and economic indicators, TheFidesCapital is able to offer informed recommendations that aim to maximize returns while managing risk. Transparency and integrity are the cornerstones of TheFidesCapital’s operations. Clients can expect clear communication, comprehensive reporting, and a steadfast commitment to ethical standards. This dedication to trust and reliability has earned TheFidesCapital a reputation for excellence in the investment community. In summary, TheFidesCapital Investment stands out as a premier choice for those seeking expert financial management and strategic investment solutions. The firm’s personalized approach, coupled with its commitment to transparency and excellence, makes it a trusted partner in achieving long-term financial success.

The dawn of hybrid fund structures! The investment management industry stands at the threshold of a transformative era, with the evolution towards hybrid mutual fund/ETF structures marking a pivotal shift in strategic institutional asset management. Read on as Aisha Hunt, Principal, Kelley Hunt PLLC, explores this further >> http://spr.ly/6049whmk1 Catch Aisha on stage at Wealth Management EDGE as she will delve into the market outlook for the year ahead. Find out more here: http://spr.ly/6042whmky #WMEDGE #InsideETFs+ #ETFs #hybridfunds

Good read from CFA Institute on Hedge Fund Manager Selection. The asset class has historically provided a stream of uncorrelated returns across cycles in diversified investor portfolios. However, the dispersion of hedge fund manager returns is wide and thus requires skillful manager selection and careful due diligence. To gauge whether a manager’s strong returns are likely to continue, its important to determine whether the manager has an “sustainable edge” that is likely to replicate superior performance in the future. 1. What was the level of risk taken to generate these returns? 2. Have the returns been broad-based with contribution from a wide variety of different positions, sectors/asset classes and themes, or have returns been driven by a few “big bets” that went in the manager’s favor? 3. Was the manager structurally a beneficiary of pursuing a sub-strategy/having a particular expertise that was in favor in the markets during this time period? 4. How dependent were returns on leverage? #HedgeFunds https://lnkd.in/d7vaFyYj

Following the recent launch of our open-ended, pure private equity solution in partnership with HarbourVest Partners, we are delighted to see the Ironbark HarbourVest HGPS - Diversified Private Equity Fund (AUD) receive an initial “Recommended” rating from Zenith Investment Partners. Zenith’s conviction in the Fund is “underpinned by the scale of HarbourVest's integrated investment platform and depth of relationships with leading private market managers, providing unique insights and deal flow opportunities”. This is a very pleasing initial result and is well-timed ahead of our roadshow this week with HarbourVest's Managing Director, Simon Jennings and Vice President, Ziyao Su, CFA. To find out more or to request a copy of the Zenith research report, please reach out to your Ironbark Key Account Manager or email client.services@ironbarkam.com. Issued by Ironbark Asset Management (Fund Services) Limited ABN 63 116 232 154 AFSL 298626 (‘Ironbark’). This communication contains general advice only and does not take into account the objectives, financial situation or needs of investors. All investments contain risk and may lose value. The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (DAM2740AU assigned 30 July 2024) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at https://lnkd.in/gc9xDHTq.

📈 Hedge Funds, what does it take to invest in them? Often, you have to be an accredited investor or an institutional investor to invest in hedge funds. For individuals, that means having a net worth of at least $1,000,000 — not including your primary residence. Check SEC website for more information on accredited investors: https://lnkd.in/gMdpqmeY Always consult with your financial advisor before making any investment decision. #HedgeFunds #ActiveInvesting #RealEstate #CalTier IN MAKING AN INVESTMENT DECISION, INVESTORS MUST RELY ON THEIR OWN EXAMINATION OF THE ISSUER AND THE TERMS OF THE OFFERING, INCLUDING THE MERITS AND RISKS INVOLVED. REGULATION A OFFERINGS ARE SPECULATIVE, ILLIQUID, AND INVOLVE A HIGH DEGREE OF RISK, INCLUDING THE POSSIBLE LOSS OF YOUR ENTIRE INVESTMENT. CalTier Inc (and companies) is offering securities through the use of an Offering Statement that the Securities and Exchange Commission ('SEC") has qualified under Tier II of Regulation A. While the SEC staff reviews certain forms and filings for compliance with disclosure obligations, the SEC does not evaluate the merits of any offering, nor does it determine if any securities offered are "good" investments. Securities offered via Regulation A through Dalmore Group LLC, registered broker dealer, member of FINRA (www.finra.org) , member of SIPC (www.sipc.org) acting as broker of record. This profile may contain forward-looking statements and information relating to, among other things, the company, its business plan and strategy, and its markets or industry. By accessing this site and any pages on this site, you agree to be bound by our Terms of Use and Privacy Policy, as may be amended. Securities by (issuer name) are offered and distributed pursuant to Regulation A through the Dalmore Group LLC, a registered broker dealer, member of FINRA (www.FINRA.org) and member of SIPC (www.SIPC.org). These Securities being offered are highly speculative, you can lose your investment. Please see the Offering Circular here: https://lnkd.in/gNpYbxRK and https://lnkd.in/gqRmH7BK