Investment Management
Comprehensive wealth management for clients with complex needs.
Overview
Disciplined Portfolio Solutions for Long-Term Objectives
NinePointTwo Capital's Investment Management division provides custom portfolio solutions designed to help clients achieve their long-term financial objectives.
We manage client wealth with the same discipline and independence that runs through everything else we do at NinePointTwo.
Every client portfolio is built on the same quantitative foundation and research process that drives our alternatives strategies.
As a fee-only fiduciary, our only obligation is to our clients, with no competing interests and no product mandates.
Approach
Our Approach
Investment Selection
We design custom portfolios for clients with a high level of diversification subject to your goals and objectives. This means diversifying across assets, geographies, and factors.
Tax Management
Tax efficiency is an often overlooked, yet crucial consideration for any taxable investor. We offer a suite of tax-efficient strategies to help maximize after-tax wealth compounding.
Costs & Liquidity
Keeping costs low and liquidity high is a guiding principle of our Firm. All of our separately managed accounts have daily liquidity and avoid investments with high fee structures.
Ongoing Risk Monitoring
Our experience running complex quantitative strategies gives us a unique view on risk. We utilize proprietary risk models to help manage client portfolio risk with a quantitative lens.
Services
Services
Portfolio Management
Customized portfolio construction and management aligned with your specific investment objectives, time horizon, and comfort with risk.
Tax Management
Proprietary tax-aware long/short equity and alternative strategies, tax efficient portfolio construction, and active tax management.
Liquidity Management
Our separately managed accounts provide daily liquidity, giving clients full flexibility to access their capital when needed. We believe liquidity is a critical, often underappreciated element of portfolio construction.
Portfolio Financing
Clients can access low-cost portfolio financing through box spreads, an options-based financing structure that typically offers lower borrowing costs compared to conventional margin loans offered by private banks and brokerage firms.
A Trusted Advisor
At NinePointTwo Capital, our mission is to be your partner on all financial decisions, including your portfolio with us, outside public and private investments, and other financial questions, big and small.
Featured Strategy
Tax-Aware Long/Short
Taxes are often the largest expense investors will face. Tax-aware strategies are a modern approach to tax-efficient investing and have the potential to significantly enhance after-tax returns. Unlike many advisors, our tax-aware strategies are run directly by our team. This means potentially lower all-in fees, increased customization and flexibility, and continuity across multi-year planning horizons.
Explore the StrategyClients
Who It's For
Our investment management services are designed for clients seeking disciplined, research-driven investment advice and financial planning.
- High-net-worth individuals and families
- Family offices seeking institutional-quality management
- Corporate treasuries and operating companies
- Non-profit organizations and foundations
Investing involves risk, including the possible loss of principal. Investment management services are not suitable for all investors. Portfolio financing through box spreads involves options and margin risk and may not be appropriate for all clients. Please refer to our Form ADV Part 2A for a complete description of our services and risks. See our Disclosures page for additional important information.
Contact
Start a Conversation
We welcome the opportunity to discuss how NinePointTwo Capital can help you achieve your investment objectives.