AllocateRite helps you raise the investment bar
Provide sophisticated hedge fund strategies to clients of any size with no minimums and no lock-ups.
See what you own, how it’s performing, what it’s costing, and more—anytime, anywhere.
Low management fees
Gain an institutional quality strategy for very competitive fees.*
*Trading fees may apply.
Keep your accounts where you want. Execute the way you prefer. Customize as much (or as little) as you like.
Fast platform integration
Fast onboarding enables you to quickly start spending more time with clients and less time managing investments.
Help clients reduce their risk, protect their capital, and grow their assets over time.
AllocateRite Reduces Downside Risk
We believe that lowering volatility and protecting portfolios when markets are moving down is more critical to a portfolio’s value than performance when markets are moving up. That’s why we’re willing to give up a little of the upside potential, in order to avoid a lot of the downside. The hypothetical example below shows the effects of a large negative draw down to the two portfolio examples.
Consider that the “index” in this hypothetical example loses 50% the first year, while the dynamic portfolio loses 25%. Even though the “index” outperforms the dynamic portfolio when the market is moving up, gaining 50% vs. 40% in years two and three, the index portfolio’s value, at $1,125, is far behind the dynamic portfolio, at $1,470. That significant difference is all thanks to the downside protection.