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.