Case Studies
Trowbridge Capital Partners has helped Advisors by implementing an alternative asset allocation framework that is customized based on the specific clients needs.
One of the core strategies within this alternative framework is Trowbridge's Dynamic Alpha strategy.
All strategies excluding Dynamic Alpha are accessible via liquid alternative mutual funds or ETF's.
Additionally, we help customize each presentation to run potential prospects existing holdings to compare the competitive value of using our alternative framework.
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We helped this RIA to create 3 model portfolios utilizing liquid alternatives coupled with Trowbridge's Dynamic Alpha strategy.
Objective:
To have three model portfolio's for Growth, Moderate and Conservative.
Solution:
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Reduce Fixed Income exposure
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Increase strategies that reduce portfolio beta
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Increase strategies that reduce total portfolio correlation to equity market.
In this document we ran an analytic review for this advisor comparing the following.
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Balanced Portfolio Vs. Trowbridge Alternative Growth Allocation
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Balanced Portfolio Vs. Trowbridge Alternative Moderate Allocation
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Balanced Portfolio Vs. Trowbridge Dynamic Alpha
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Growth Vs. Dynamic Alpha
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Growth Vs. Trowbridge Alternative Growth Allocation
We helped this advisor create a portfolio utilizing liquid alternatives coupled with Trowbridge's Dynamic Alpha strategy.
The client was allocated to active mutual funds:
75% Equities
25% Fixed Income
Objective:
The client is going to retire in 7 to 10 years and wanted to have moderate growth and maximize their returns as much as possible but wanted to mitigate drawdowns.
Solution:
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Reduce Fixed Income exposure
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Increase strategies that reduce portfolio beta
-
Increase strategies that reduce total portfolio correlation to equity market.
We helped this advisor create a portfolio utilizing liquid alternatives coupled with Trowbridge's Dynamic Alpha strategy.
The client was allocated to active mutual funds:
49% Equities
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37% U.S. Equities
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10% International Equities
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2% Emerging Markets
49% Fixed Income
2% Cash
Objective:
The client is going to retire in 5 years and wanted to have moderately conservative growth and maximize their returns as much as possible but wanted to mitigate drawdowns.
Solution:
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Reduce Fixed Income exposure
-
Increase strategies that reduce portfolio beta
-
Increase strategies that reduce total portfolio correlation to equity market.