Circa Capital Llc

Our most popular strategies are: Outsourced Chief Investment Officer (OCIO) We lend our expertise to advisory firms with over $300 million in assets under management, that want the competitive advantage of having an experienced CFA on their team. We are commonly asked to perform the following: Review existing or create new model portfolios Conduct portfolio reviews for existing and prospective clients Rebalance portfolios periodically Provide commentary about economic & market conditions Conduct periodic due diligence on investments for regulatory purposes Though our services may differ from advisor to advisor, our goal is always the same; we want to help you deliver the best possible investment experience to your clients. Concentrated Stock If your client has an investment in a stock that they either can’t or won’t sell, we have the ability to help manage risk. Using options to help protect investments from a significant loss or to generate additional income, we have the experience to help you address the needs of your high-net-worth clients. Strategies are customized to the client, and include: Call Writing As an exit strategy, it adds income and allows for the sale of the underlying security at an agreed price. As an income strategy, it adds income and is managed to avoid the sale of the security. Hedging Using options to achieve a more stable range of outcomes and avoid large market declines Investment Management We manage portfolios directly for clients on Schwab’s platform as Separately Managed Accounts. Our stock strategies are built on the premise that we only buy companies that we believe are of the highest quality, that have sustainable competitive advantages, good growth prospects and are financially healthy. Our fixed income strategy is also built on the premise that quality matters, and while we use ETS, we are always mindful of the tradeoff we are making between risk and return.#innovation #money #socialmedia #marketing