Advisors

Financial Advisors are expected to build portfolios for their clients that exceed market returns when the market is rallying and to preserve substantially all the investor’s assets when the market is in retreat. In other words, clients seem to expect their financial advisor to correctly "time" the purchase and sale of their investments. Little Harbor seeks to help financial advisors address client expectations by providing a quantitative approach to portfolio diversification and tactical management of U.S. equity market exposure.

 

LHA's quantitative indices are calculated and maintained by S&P Dow Jones Indices, LLC and target alpha production, risk management and diversification away from style-box portfolios.

Visit the LHAFunds.com website to learn more.






 

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AI & Machine Learning in Investment Management Webinar Webinar

Approved for one hour of continuing education (CE) credit for CFPs

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We believe that managing beta is a good source of alpha.