Clients of wealth manager and trust company San Antonio Capital Management can now invest in customised portfolios of top-tier hedge funds through an alliance with Crystal Capital Partners and Deer Isle Capital.
Crystal Capital offers wealth managers the ability to develop custom-tailored portfolios of hedge funds for each investor’s specific objectives, supported by rigorous due diligence, research, analytics, portfolio optimization tools and operational support.
“Our partnership with Crystal Capital enables us to deliver highly customised investment solutions to our clients. We are gaining access to exclusive investment options typically only available to some of the world’s largest investors, at sizes appropriate for high net worth families. In an environment where equity markets are at highs and interest rates may increase, we believe we have an opportunity to capture equity market upside with lower volatility than the traditional equity markets, thus smoothing our investor’s long-term returns,” says Robert Ownby, president of San Antonio Capital Management.
"We are excited about our partnership with San Antonio Capital Management, it provides further evidence of our growing recognition with quality firms within the financial advisory community. We are confident that our partnership with San Antonio Capital Management will enhance its offering to clients and will provide San Antonio Capital Management with better solutions to meet the needs of each individual client,” says Steven Brod, CEO of Crystal Capital Partners.
“We are delighted that San Antonio Capital Management is among a growing number of Investment Advisors who view their partnership with Crystal Capital and Deer Isle Capital as an opportunity to enhance their investment offering for their most valuable clients” says Dianna Raedle, founder and CEO of Deer Isle.