Return Stacking
Return Stacking for Idle Money
PUTTING YOUR LAZY MONEY TO WORK
Ideal for single family offices, foundations and small to mid-sized pension plans.
By thoughtfully segregating passive segments of existing portfolios, including large single stock positions, equity indices or long or short duration bond securities, ReSolve will utilize available margin to stack any of our non-correlated strategies mandates at bespoke levels of volatility for accounts over $10 million.
Return Stacking for Traditional Portfolios
FOR ADVISORS UNWILLING TO SACRIFICE CLIENT EXPOSURES TO TRADITIONAL ALLOCATIONS
The ReSolve team can help source and implement existing capital efficient funds to maintain your client’s unique asset allocations while stacking non-correlated alternatives on top. Providing a “yes and” solution to your diversifiers.
*“X-Ray” refers to the actual underlying gross asset class and strategy exposure of the ETF’s and Mutual funds that make up the original portfolio.
To learn more
Return Stacked® Model Portfolios
PORTFOLIOS THAT PUT THEORY INTO PRACTICE USING PUBLICLY AVAILABLE FUNDS
Model portfolios that aim to unlock the benefits of diversification. Our turnkey model portfolios are customizable to your client’s specific risk profile and goals.
Access the Models for Free
