Wealth Advisor Solutions

LHA strategies are tailored to provide solutions for diversification, tail-risk management and alpha production. LHA is dedicated to alternatives, our family of strategies seek to provide a portfolio with diversification and a defense against market down turns. Importantly, the LHA strategies are available for wealth advisor clients and through our family of ETFs.

Generally, “alpha” refers to the excess return of an investment relative to the return of a benchmark index.

*Separately Managed Accounts are not offered directly through Little Harbor Advisors but are available through signal delivery and managed account platforms such as ORION Portfolio Solutions (ORION), Folio Investments, Inc. (Folio), and Fulcrum Equity Management, LLC (FulcrumEQ).

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