Say goodbye to passive robo-advisors.

Say hello to sophisticated fund managers that navigate the most complex markets.

When we curate an investment portfolio for you, below are some of the trusted managers you’ll see—and the asset classes they specialize in.

With our active approach, your money is in trusted hands during periods of growth as well as bouts of market volatility.

Fund managers on our platform.

CLOs, Aircraft ABS, Whole-Business ABS, High-Yield Bonds

Motivated by excellence and integrity, Guggenheim Partners manages $270 billion across a wide range of assets and has developed a unique approach to fixed-income investing. Their strategy is built on the principles of behavioral finance to limit hasty decisions and eliminate personal biases. With the fund managers focused on deep credit research, investors can benefit from smarter decision making.
Agency MBS, Non-Agency MBS, CMBS

Launched in 2009, DoubleLine is one of the fastest-growing asset management companies of all time, managing $140 billion in assets. A leader in the mortgage bond market, DoubleLine invests in a variety of asset classes to deliver strong risk-adjusted returns for their investors. Their trademark blend of expertise and caution informs their investing style, especially during times of market fluctuations.
CLOs, Private Equity, Leveraged Loans, Distressed Investing

This global company has optimized their approach to investing over the past 25 years. They’ve weathered numerous business cycles thanks to their investments in alternative credit. An industry pioneer in leveraged loans and collateralized loan obligations, they manage approximately $10 billion in assets.
Merger Arbitrage Strategy, Value Stocks, Growth Stocks

Founded in 1976 as an institutional research firm, Gabelli has evolved into a diversified financial services company and now manages over $37 billion. They haven’t strayed too far from their roots — honed research still drives their results-oriented investing strategy, which centers on value and growth stocks. The firm boasts a seasoned 40-person research team, with an average industry experience of 15 years.
Government Bonds, Investment-Grade Corporate Bonds

Managing over $1.8 trillion in assets, PIMCO is the world’s largest bond investor. PIMCO’s investment team gets together four times a year to discuss economic outlooks and distill the research into investment guidelines. Their 250+ portfolio managers then implement their cutting-edge findings into trade strategies.
Real Estate, Infrastructure

With a 120-year history and $365 billion under management, Brookfield is one of the world’s largest investors in real estate, infrastructure, and renewable power. Brookfield believes that regions or sectors undergoing financial or operational challenges offer some of the best opportunities and they invest in sectors where their operating experience gives them a competitive advantage.
Emerging Market Stocks

The largest active investment manager in the UK, their parent company Standard Life Aberdeen plc manages over $643 billion. Aberdeen is committed to creating strong investment performance through in-house collaboration of economists and more than 1,000 investment professionals. The two sides work together to provide a more holistic view of the markets, which ultimately leads them to more calculated investment choices.

Asset classes and strategies

Agency MBS: Mortgage bonds created by a quasi-government agency, like Fannie Mae or Freddie Mac.

Aircraft ABS: Securities that allow investors to receive payments from an aircraft lease’s income stream.

CLOs: A collateralized loan obligation is a diverse bundle of loans that allow investors to choose a different level of risk and potential reward.

CMBS: Bonds secured by mortgages on commercial real-estate rather than residential real estate, like a loan to purchase an office building in Manhattan.

Distressed Investing: Investment opportunities issued by companies that are close to (or going through) bankruptcy. These assets are often at a reduced value, but because of their implicit risk, they offer investors the potential for high returns.

Emerging Market Stocks: Shares of companies located in developing countries—often Brazil, Russia, India, China, and South Africa.

Growth Stocks: Shares of companies that are expected to grow and outpace average counterparts.

Government Bonds: When the government borrows money from investors to support government spending.

High-yield Bonds: A bond that pays a high interest rate, while also carrying a higher credit risk than investment-grade corporate bonds

Infrastructure: Investment in infrastructure initiatives like building railways, airports, hospitals, or toll roads.

Investment Grade Corporate Bonds: Issued by highly creditworthy companies that, in theory, pose high likelihood of paying back its investors what it borrowed. Due to the safety of these bonds, they usually have a lower return than their riskier counterpart, the high-yield bond.

Leveraged Loans: Loans that are extended to companies with a considerable amount of debt and/or a less favorable credit history. Because the companies have a higher risk of default in a lender’s eyes, they have to pay higher interest rates, which can translate to higher payments for the investor.

MLPs: A master limited partnership is a publicly traded entity taxed as a partnership. It combines the tax benefits of a partnership with the liquidity of publicly traded securities. Their investments can often include the extraction of minerals and real estate.

Merger Arbitrage Strategy: Investing in stocks that are likely acquisition targets in the near future—the strategy looks to take advantage of opportunities that can arise in the case of a merger.

Non-Agency MBS: Mortgage bonds created by a private entity, like a financial institution.

Private Equity: A direct investment in a private company.

Real Estate: Real estate investment trusts. They’re similar to mutual funds in that they pool investor’s money to invest directly in real estate, mortgages, or both.

Value Stocks: Shares in companies that tend to be undervalued when compared to their earnings—as Benjamin Graham called it, “Buying a dollar for fifty-cents.”

Whole-Business ABS: Securities that allow investors to receive payments from a company’s (or even a specific department’s) income stream, like receiving franchise fees from a national pizza chain.

Invest with world-class fund managers.

Say goodbye to passive robo-advisors.

Fund managers on our platform.

CLOs, Aircraft ABS, Whole-Business ABS, High-Yield Bonds

Agency MBS, Non-Agency MBS, CMBS

CLOs, Private Equity, Leveraged Loans, Distressed Investing

Merger Arbitrage Strategy, Value Stocks, Growth Stocks

Government Bonds, Investment-Grade Corporate Bonds

Real Estate, Infrastructure

Emerging Market Stocks

Glossary

Asset classes and strategies