Wealth management firm United Advisors has teamed up with 55 Capital to provide its financial advisers with access to all five of 55 Capital’s dynamically managed ETF strategies.
The strategies aim to manage risk to deliver better outcomes for a wide range of investors. This is the first time United Advisors has entered a strategic relationship of this kind.
“Our advisers are increasingly seeking ETF portfolios that provide principal protection and tax efficiency, managed with a robust risk framework and by an expert team. We believe 55 Capital delivers it all, leading us to enter into this strategic partnership with them,” says Mark Penske, chairman and CEO, United Advisors. “We are pleased to be working with 55 Capital to offer their global ETF strategies to our advisor network.”
55 Capital’s strategies provide access to a broad range of asset classes. The approach seeks to provide greater diversification, reduced volatility, tax loss harvesting, and improved returns over traditional 60/40 global equity/bond portfolios.
“Today’s markets are challenging with what we believe will be low forward-looking returns and an increasing number of volatility surprises. We are thrilled to partner with United Advisors to provide their clients with ETF portfolio solutions that utilise sophisticated, well-documented techniques broadly used by institutional investors to manage risk and enhance returns,” says Bruce Lavine, CEO, 55 Capital. “We also believe that advisors want to use more ETFs in their clients’ portfolios, but are often frustrated with how to select the ‘right’ ones. At 55 Capital, we have the capacity to navigate the sea of ETFs and to construct efficient, resilient, diversified, tax-efficient portfolios.”