Discretionary Strategies via SMA's

Robin Capital Group,  Registered Investment Advisor, manages discretionary strategies through Separately Managed Accounts (SMA’s) utilizing preferred Executing and Clearing Brokers.

A selection of strategies have been designed for the investment interests of retail and institutional clients with the goal of providing clients with access to alternative products in US based markets through professionally managed portfolios, thoughtfully designed at the discretion of their Portfolio Managers.

Three SMA strategies are currently available with Aggressive, Moderate and Conservative risk profiles ( Inflection, Dynamic Macro and Safe Haven)

The risk profile of the strategies were designed to replicate the sector allocations of similar discretionary funds with active track records. However, risk in these particular strategies are reduced by position taking in Exchange Traded Funds (ETF’s)* with richer levels of liquidity.

Our strategies routinely rebalance to profit take, reduce positions during market downturns and re-position at different stages of short, medium and long term cycles.

All Strategies have a live track record effective May 1 2022 (fact sheets available upon request).

*Disclosure: ETF holdings and liquidity goals do not always apply to our Inflection Strategy which deals in publicly traded equities.