Strategic Asset Allocation
Strategic Asset Allocation is the foundation of long-term investment success. At Moreno Capital, we develop sophisticated, risk-adjusted investment strategies tailored to each client’s financial goals. Our approach integrates a carefully selected mix of equities, alternative investments, and other high-growth assets to balance risk and maximize returns.
While fixed income is not a core part of our strategy, we have the expertise to incorporate fixed income instruments if specifically requested by clients. This allows for additional portfolio diversification when necessary, while keeping our primary focus on achieving higher-growth opportunities.
Through sector rotation strategies and quantitative analysis, we help identify the best-performing industries while mitigating exposure to volatility. This ensures that clients are well-positioned to capitalize on emerging opportunities while minimizing downside risk.
To enhance transparency and client engagement, we have partnered with Charles Schwab, a leading financial services provider. This collaboration grants our clients full access to their accounts and comprehensive reports through Charles Schwab’s robust platform, enabling them to monitor their investments and track performance with ease and confidence.
Our Approach
Our clients benefit from our ability to identify and capitalize on profitable opportunities across multiple sectors. We provide monthly statements by email or via our online portal accessible 24/7, ensuring full transparency and constant monitoring of investments. Our service fee is set at 2% of assets under management, with possible discounts for substantial investment amounts. We have partnered with TD Ameritrade for asset custody, guaranteeing the highest standards of security and trust.
Main Investment Strategies
We -focus on interest rate swaps, sovereign bonds and inflation-related investments, offering exposure to fixed income markets and protection against market volatility.
Our expertise extends to currency markets, allowing clients to benefit from currency movements and diversification.
We see significant growth potential in emerging markets, where increasing economic development presents unique investment opportunities.