MODEL PORTFOLIO AND STRATEGIES
Avestar Capital employs a combination of internally and externally managed investment strategies, which seek to provide our clients with the best Investment Advisory Solutions. A part of our integrated Financial Planning, these strategies are diligently researched and overseen by our Investment Committee.
We examine our client’s balance sheet holistically to curate the best asset mix for them and provide a customized experience. We use an open-architecture investment platform and source new investment products from established fund relationships, private placement agents, and independent sourcing through our client network.
Our experience with global investors allows us to take a holistic approach to global balance sheets and advise our clients on suitable investment structuring across jurisdictions. We are product agnostic and invest across a spectrum of investment products, including (but not limited to): ETFs, Mutual Funds, Separately Managed Accounts, Hedge Funds, Private Equity, Real Estate, and structured products.
For U.S. based clients
For International clients
For U.S. based clients
Equities
- Avestar Supervised Equity
It invests in global single-name equities diversified across growth and value using fundamental and technical analysis for the selection criteria.
Fixed Income
- Short Duration
It uses a mix of ultra-short duration fixed income ETFs to earn a little more yield than traditional cash-based interest. - Taxable Fixed Income
It invests across the credit universe to earn yield and income for clients. We mix active and passive management securities to seek out opportunities and manage risks. - Tax-sensitive Fixed Income
It is deployed for taxable accounts, and we invest primarily in tax-sensitive securities like municipal bonds. We intend to earn current income and yield for clients.
Alternatives
- Liquid Alternatives
It comprises asset classes typically with a low correlation to traditional stock and bond investments. It may include hedged equity, commodities, real estate, etc., which are traded on exchanges and are relatively liquid.
- Structured Note SPV
Used in structured notes and similar risk/reward products, through this strategy, we give investors some downside protection with the potential for multiplication. Clients invest in the fund and share in the returns proportionate to their invested capital. The fund is open to new money and has withdrawal windows.
Multi Assets
- Options
It comprises various option strategies to generate capital appreciation or current income. The strategy may include put spreads, cash covered puts, and/or covered calls.
- Global Thematic
It is a sector-rotation market-themed strategy that can have high turnover and play on momentum in different areas of the markets.
Equities
- Avestar Supervised Equity
It invests in global single-name equities diversified across growth and value using fundamental and technical analysis for the selection criteria.
Fixed Income
- Short Duration
It uses a mix of ultra-short duration fixed income ETFs to earn a little more yield than traditional cash-based interest. - Taxable Fixed Income
It invests across the credit universe to earn yield and income for clients. We mix active and passive management securities to seek out opportunities and manage risks. - Tax-sensitive Fixed Income
It is deployed for taxable accounts, and we invest primarily in tax-sensitive securities like municipal bonds. We intend to earn current income and yield for clients.
Alternatives
- Liquid Alternatives
It comprises asset classes typically with a low correlation to traditional stock and bond investments. It may include hedged equity, commodities, real estate, etc., which are traded on exchanges and are relatively liquid.
- Structured Note SPV
Used in structured notes and similar risk/reward products, through this strategy, we give investors some downside protection with the potential for multiplication. Clients invest in the fund and share in the returns proportionate to their invested capital. The fund is open to new money and has withdrawal windows.
Multi Assets
- Options
It comprises various option strategies to generate capital appreciation or current income. The strategy may include put spreads, cash covered puts, and/or covered calls.
- Global Thematic
It is a sector-rotation market-themed strategy that can have high turnover and play on momentum in different areas of the markets.
For International clients
Equities
- Global Equity
It consists of global equities, with most of the assets weighted to the US. The portfolio provides a diversified exposure with a mix of passive and active mutual funds and ETFs.
- Supervised Equity
It invests in 20-25 single stock equities diversified using fundamental analysis.
- U.S. Equity ETF
It is a mix of active and passive ETFs that give clients a broad range of US equities. It is designed for clients who do not seek international exposure.
Multi Assets
- Avestar Multi-Asset ETF
It is designed for smaller accounts that do not have the required minimum for other strategies. It gives clients access to 70 percent global equities, 20 percent fixed income, and 10 percent alternatives.
- Avestar Global Opportunities
It is a Cayman-domiciled fund intended for only international clients to invest in the US markets. Our international clients, mainly based in India invest in the fund and share in the returns proportionate to their invested capital. The fund is open to new money and has withdrawal windows.
- Avestar Inflation ETF
Avestar Inflation ETF gives the client exposure to a basket of ETFs covering sectors and asset classes that have historically done well during an economic inflationary environment.
Equities
- Global Equity
It consists of global equities, with most of the assets weighted to the US. The portfolio provides a diversified exposure with a mix of passive and active mutual funds and ETFs.
- Supervised Equity
It invests in 20-25 single stock equities diversified using fundamental analysis.
- U.S. Equity ETF
It is a mix of active and passive ETFs that give clients a broad range of US equities. It is designed for clients who do not seek international exposure.
Multi Assets
- Avestar Multi-Asset ETF
It is designed for smaller accounts that do not have the required minimum for other strategies. It gives clients access to 70 percent global equities, 20 percent fixed income, and 10 percent alternatives.
- Avestar Global Opportunities
It is a Cayman-domiciled fund intended for only international clients to invest in the US markets. Our international clients, mainly based in India invest in the fund and share in the returns proportionate to their invested capital. The fund is open to new money and has withdrawal windows.
- Avestar Inflation ETF
Avestar Inflation ETF gives the client exposure to a basket of ETFs covering sectors and asset classes that have historically done well during an economic inflationary environment.
Equities
- SMA/UMA
Avestar has relationships with third-party unaffiliated turnkey asset management providers which can provide you access to institutional money managers with a reduced minimum. Through due diligence, we selected the managers who can enhance our clients’ portfolios and bundled them into a diversified managed account for capital management. They invest in equities across style boxes and capitalizations. We routinely review managers and make changes as necessary.
