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MODEL PORTFOLIO AND STRATEGIES

Avestar Capital employs a combination of internally and externally managed investment strategies 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.

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.

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