ec2

 

Emerald Asset Advisors, LLC

Founded in 1998 by Scot Hunter, Bruce Levy and Robert Isbitts, Emerald
Asset Advisors, LLC offers both individual wealth management and asset
allocation services for advisors and institutions, advising clients
ranging from small families to major companies. With a unique investment strategy that focuses on specialized mutual funds and ETFs in the
public securities market, Emerald Asset Advisors hopes to achieve the
high-quality results of a hedge fund with the cost-effective,
transparent, and liquid format of traditional asset allocators. With
four consecutive appearances on Worth magazine’s annual Top Wealth
Advisors list, Emerald Asset Advisors’ CIO is renowned for his
unconventional approach to investing.

For advisors and institutions, Emerald Asset Advisors offers three
different allocation strategies: Hybrid, Concentrated Equity and Global
Cycle. Emerald Asset Advisors’ Hybrid model is designed to imitate the
multi-manager approach used by absolute return hedge funds-of-funds,
replacing hedge fund investments with mutual funds and liquid investment vehicles based on hedge-fund strategies. The goal of the balanced
Hybrid approach is to create a competitive risk-reward profile, with low volatility and a lack of correlation to the broader markets.

Investors interested in long-term growth of capital, particularly
strategies that are limited to a small number of holdings, may find
Emerald Asset Advisors’ Concentrated Equity program to be a better fit.
The managers assigned to this program by Emerald Asset Advisors are
encouraged to focus on intensive company research, purchasing those
businesses they wish to own a part of for a long period. By diversifying among the managers, Emerald Asset Advisors aims to lower portfolio
volatility. Finally, for investors interested in capitalizing on future
trends, Emerald Asset Advisors offers the Global Cycle investment
allocation strategy, which takes on high short-term volatility in the
interest of pursuing rewards that will play out in the Global markets
over time. The Global Cycle team may also employ short-index securities
as a hedge in times of high market risk.