Each series in the Cona Asset Management Platform™ is designed to approach the investment process in a slightly different way. In combination, these different approaches work together to provide a unique investing experience for our clients.
Optimized Passive Model Series
Our Optimized Passive Model Series Portfolios are the foundation of many client's investment plans. And for good reason. This series of investment portfolios use low-cost Exchange Traded Funds (ETFs) to provide global diversification at a very low cost. In addition, portfolios in this series are constructed with academic rigor using technology designed to maximize the efficiency of these investment portfolios.
Enhanced Core Portfolio Series
The Enhanced Core Portfolio Series models expand on the concept of passive asset allocation in important ways. Like their cousins in the Optimized Passive Series, the core construction of these portfolio models are based on leading academic work in the field of portfolio construction and asset pricing. From this core, we expand on the concept of traditional asset allocation in two important ways. First, we expand the investment universe by incorporating alternative investments into these models. And second, this series seeks to achieve superior performance by employing a "tactical alpha" strategy.
Strategic Partner Portfolio Series
Our Strategic Partner Portfolio Series make sophisticated investment strategies available to our investment clients. Working in partnership with institutional quality money managers, we have access to a deep pool of talented investment strategists employing both quantitative and qualitative investment strategies. These strategies are perfect for addressing specific investment needs that might not be well served by a core portfolio approach (e.g., tax-sensitive investing, target income generation). They can also play a role as a complement to a core portfolio strategy, adding additional diversification beyond that of even our Enhanced Core Portfolio Series.
Unconstrained Alpha Series
Seeking maximum alpha, the Unconstrained Alpha Series is an aggressive "go anywhere" investment model. Investments in this series are chosen from across the global markets in response to ever-changing market and economic conditions. Individual investments are chosen using a proprietary qualitative-quantitative methodology designed to select investments that have the potential to outperform the underlying markets. This series can be volatile and is best used as a complement to a core portfolio.