Explore Austerra Funds
Proprietary. Sheltered. Smart.
For investors who want to wisely store their wealth, Austerra’s proprietary Funds provide vehicles substantially sheltered from the unpredictable swings of the public equity and fixed income markets. Their low downside volatility and lack of correlation to the public markets make them desirable as a stand-alone investment or as a core component of a well-designed portfolio strategy.
Risk Reduction Benefit
Austerra’s proprietary Funds strategically combine a number of diversified private investments that not only perform independently of the public stock and bond markets, but also that perform independently of each other.
Austerra is of the opinion that the desired risk reduction benefits of diversification can only be achieved by constructing portfolios that include assets with no substantial relationship to each other. As many investment professionals, and unfortunately their clients, learned during the 2008 credit crisis – in times of severe economic stress, most traditional stock and bond investments tend to decline in value. Such traditional diversification methodologies are virtually worthless under those conditions.
That is why, for the majority of Austerra’s Investment Management Clients, the Funds serve as the most important tools used to reduce overall portfolio risk. They are the foundation upon which asset allocation strategies are built and, because the Funds are capable of producing positive returns, they play a vital role in preserving principal in client portfolios during down markets—regardless of equity and fixed income market conditions.
For a more detailed description of Austerra’s proprietary Funds, including their goals, objectives, risks and investment strategies, please contact Austerra Wealth Management LLC.
