Platform Separately Managed Accounts

Separately Managed Accounts are important for both wealth advisors and their clients and are offered through signal delivery and retail managed account platforms such as ORION, Folio Financial, and FulcrumEQ. SMAs provide the wealth advisor’s client with access to a variety of strategies the investor may not otherwise access with a high level of transparency. For portfolio model-makers, SMAs provide access to a variety of alternative strategies that may fill specific voids in an overall model, potentially offering diversification, tail-risk management, or simply presenting a non-correlated alpha engine.

Institutional Investors Only. Not For Retail Investors.

Provided for informational purposes only and does not involve the rendering of personalized investment advice. This is not an offer to sell or a solicitation of an offer to buy an interest in any investment fund or for the provision of any investment management or advisory services.

Please refer to a particular fund’s offering document for important information, including the fund’s investment objectives, risks, charges, and expenses. Read and consider the particular fund’s prospectus or other offering document and the related documents thereto carefully before investing. You may obtain a hard copy of a particular Little Harbor fund’s prospectus or offering document by calling Little Harbor Advisors, LLC at 781.639.3000 (ext.147). Investing involves risk. Past performance does not guarantee future results.

Little Harbor Advisors, LLC has an exclusive license from Thompson Capital Management (TCM) to employ and market the TCM LHA Tactical Beta, TCM LHA Tactical Q, and Alpha Seeker strategies.

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