Austerra’s proprietary fund provides investors with a vehicle in which to store their wealth that is substantially sheltered from the unpredictable swings of the public equity markets. Its low downside volatility and lack of correlation to the equity markets makes it desirable as a stand-alone investment or as a core component of a larger portfolio strategy.
For the majority of Austerra’s Investment Management Clients, the fund serves as the most important tool used to reduce overall portfolio risk and is the foundation upon which asset allocation strategies are built. Because the fund is capable of producing positive returns, regardless of equity and fixed income market conditions, it becomes a vital element of our client portfolios during down markets, significantly helping to preserve principal and avoid the devastating losses that have become far too common in the stock market since 2000.
Austerra is of the opinion that you can only achieve the desired risk reduction benefits of diversification by constructing portfolios that include assets that have substantially no relationship to each other. Many investment professionals, and unfortunately their clients, learned a painful lesson during the 2008 credit crisis – that in times of severe economic stress, most traditional stock and bond investments tend to behave the same way (decline in value), rendering customary diversification methodologies virtually worthless.
Austerra’s proprietary fund strategically combines a number of diversified private investments that not only perform independently of the public stock and bond markets, but also perform independently of each other.
For a more detailed description of Austerra’s proprietary fund, including its goals, objectives, risks and investment strategy, please contact Austerra Wealth Management LLC.
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