Tactical ETF Managed Portfolios

 

Shell Capital Management, LLC is a separate account manager to the Asymmetry® Global Tactical Rotation® ETF Managed Portfolios. 

Asymmetry® Global Tactical Rotation® ETF Managed Portfolios are available to individuals, wealth managers, financial advisors, investment consultants, trust companies, and family offices. Asymmetry® ETF Managed Portfolios may help professionals grow and retain their clients by offering a unique program with a focus on active risk management and an absolute return objective focused on compounding capital positively.

Asymmetry® Global Tactical Rotation® ETF Managed Portfolios allows investment professionals access to the Tactical ETF Managed Portfolios managed by Shell Capital Management, LLC. The Asymmetry Investment Program® includes Asymmetry® R15, one of the longest running track records applying global macro and tactical systems to a wide “all-asset” universe of exchange traded securities and exchange traded funds (ETFs).

Through a direct agreement with Shell Capital, Asymmetry® Tactical ETF Managed Portfolios may be available to wealth managers and family offices who custody with:

 •       Folio Institutional

 •       Trust Company of America

 •       Schwab Institutional 

 •       Fidelity Institutional Wealth Services®

 •       TD Ameritrade Institutional

 •       Pershing Advisor Solutions®

The portfolio management fees depend on each individual situation and the custody platform involved. We typically require a professional to commit to at least $10 million of total assets to qualify. The individual minimum account size, then, is determined by the wealth manager.

 

Composite Performance Reports:

Shell Capital - Asymmetry®  R15 Global Tactical ETF Managed Portfolio Performance 2Q 2012

Shell Capital - Asymmetry® R15 Global Tactical ETF Managed Portfolio Performance 2Q 2012 ZEPHYR Report

For more information, including a password for the performance reports, please contact us

 

Asymmetry®, Asymmetry Investment Program®, Asymmetry Capital Partners® and Global Tactical Rotation® are registered trademarks of Shell Capital Management, LLC.