Wealth ServicesAlternatives

EXPERIENCED MANAGERS OF ALTERNATIVE STRATEGIES FOR YOUR PORTFOLIO

We provide our clients with unique, in-house managed alternative strategies to improve the risk-return profile of their overall investment portfolio.

ACM ENHANCED MUNICIPAL INCOME LP*

Launched December 14, 2018, the Enhanced Municipal Income fund targets attractive, tax-efficient returns by investing in municipal closed-end funds (CEFs).  The fund can apply leverage in managing its Core Portfolio and Arbitrage Portfolio. The Core Portfolio seeks excess returns from longer-term price inefficiencies while the Arbitrage Portfolio seeks to amplify returns from shorter-term price disparities.

ACM ENHANCED EMERGING MARKETS*

Enhanced Emerging Markets is a separate account offering that seeks to profit from a resurgence in emerging market equities. It is a long-biased strategy with the ability to apply leverage, using the firm’s valuation and trend following philosophy to select from a universe of single-country, emerging market ETFs.

ACKERMAN VALUE PARTNERS LP*

Ackerman Value Partners, LP is a long-short equity hedge fund with a successful 15-year audited track-record. The partnership seeks attractive long-term returns through disciplined, quantitative value investing strategies that exploit the judgmental biases and behavioral weaknesses of market participants.

*Alternative strategies can only be offered to investors who meet the regulatory criteria for both an accredited and qualified investor classification. These offerings charge performance-based management fees and have minimum investment requirements. Prospective investors should read any related legal documents to the strategy or investment in their entirety before determining whether to subscribe for interests.  For example, these documents could include a private placement memorandum, a subscription document, and a partnership agreement.