Helping You Grow AND Preserve Your Client’s Hard-Earned Wealth

At 3EDGE, our aim is to help investors successfully navigate both up and down markets. We know that over the long-term, investors can come out ahead by not only making positive returns in up markets but also by losing less in down markets.

• Our multi-asset strategies act as tactical diversifiers, seeking to generate attractive risk-adjusted returns over full market cycles, with particular attention to managing volatility and portfolio drawdowns.
• With the recent market euphoria, investors may forget that 2022 was a decidedly negative year for stocks and bonds.
• At times like this, it is helpful to zoom away from short-term performance and look at performance over time.
• Learn how 3EDGE strategies have helped deliver on their value proposition to provide a steady and consistent return stream with much less volatility, helping advisors smooth the ride for clients.

Seasons of the Market commentary paper

Abbey Capital is an investment manager specializing in liquid alternative strategies. We are a community of thoughtful individuals with conviction that the funds we manage can make a difference to investors’ portfolios. We are experts in what we do. The funds that we manage have been trusted by global investors since 2000 seeking to diversify portfolios and mitigate against downside risks and are constructed with a focus on compounding returns over time. At Abbey Capital, we believe we can make a difference.

Advisors Capital Management (ACM) provides a separately managed account (SMA) platform that offers investors the ability to access a higher level of specialization and service.  Within the SMA platform, portfolios are designed specifically for the client, using individual equity securities and/or fixed income ETFs.  While the financial advisor is responsible for the day-to-day administration of any specific account, we regularly communicate through multiple channels to offer our expert analysis of global and domestic economic events.

The name Aristotle (Greek name Aristotélēs) means “the best purpose,” which is derived from the words aristos (best) and telos (purpose). Headquartered in Sarasota, FL, Aristotle Atlantic Partners, LLC serves its best purpose through management of Large Cap Core investments for institutional and individual clients worldwide. Aristotle Atlantic Partners, LLC is a privately owned, registered investment advisor that joined the Aristotle family of affiliates in the fourth quarter of 2016. The experienced investment team was formerly at Deutsche Asset Management and has worked together managing large cap portfolios for over 15 years.

Aristotle Atlantic’s investment philosophy is based upon researching and observing, what we believe to be, sustainable shifts in consumer spending and investing in companies poised to benefit from secular themes, product cycles or cyclical trends. By identifying these trends through fundamental, bottom-up research of companies, we believe we can generate consistently competitive absolute and risk-adjusted returns and help our clients meet their long-term financial objectives. To learn more, visit www.aristotleatlantic.com. 

Q3's investment strategies are designed to react to changing market environments. We seek to participate in rising markets and reduce risk during unfavorable market conditions. Limiting downside volatility is a focal point of each strategy. Our experience has taught us that active investment management is increasingly important for delivering a real investment advantage. The Q3 management approach is based on quantitative research – not emotions. We never attempt to forecast the future. Instead, we recognize and react to what’s happening in the market today. 

By taking a systematic, objective approach, we remove personal bias, opinion, and ego from the investing process and allow our proven systems to seek the strongest opportunities. Q3’s research process requires ongoing investigation and evaluation in order to confirm the factors that contributed to a strategy’s past success are still effective. Once a strategy is in place, we continuously monitor performance and risk to make sure our core objectives and expectations are being met. This allows us to improve our methodologies and enhance the potential for long-term success.

Brentview Investment Management, LLC is a boutique money manager and certified minority business enterprise. Brentview’s three founding partners have maintained a singular focus on dividend growth investing, which extends from their collective experience at their prior firm Santa Barbara Asset Management (Nuveen). Brentview is employee owned and our partners invest their personal assets in our dividend growth strategies.
 
The origin of our name is derived from a Celtic word which means "elevated." As a long-term investor, we believe an elevated view may be achieved through fundamental research, thereby providing greater perspective and insight into each company. Brentview was founded on the timeless principle of utilizing fundamental research to determine our portfolio holdings.
 
Unlike most dividend strategies, Brentview Dividend Growth considers a wide range of dividend payers, including lower yielders and recent payers. This approach not only broadens our potential universe of companies but may also lead towards faster dividend growers. Versus the S&P 500 Index, our strategy seeks faster dividend growth, a lower portfolio beta, and a higher dividend yield.  

This information was provided by Brentview Investment Management, LLC.