Asymmetry® | Managed Portfolios take asset management to the next level by actively managing risk and dynamically adapting to market trends.
The Asymmetry® investment objective is a positive asymmetric return profile that fits with an investor's risk tolerance and desired return over a full market cycle. Utilizing an unconstrained, flexible, adaptable, go-anywhere tactical strategy, Asymmetry® aims to thrive from potentially profitable price trends and survive with active risk management for drawdown control.
Asymmetry® Managed Portfolios are designed to help investors survive and thrive by compounding capital through risk-adjusted asymmetric investment returns.
In pursuit of asymmetric risk/reward, Asymmetry® applies risk management and directional trend systems to a global universe of liquid exchange-traded securities.
For clients with $1 million or more, Shell Capital offers Asymmetry® as separately managed accounts titled in the client's name at Goldman Sachs Custody Solutions.
Asymmetry® | Managed Portfolios provide:
Transparency: online access to see the holdings and trades in real time.
Liquidity: May be liquidated any business day.
Control: Accounts owned by the client.
Tax Management: Sell shares based on tax planning.
Customization: Exclude securities by stock or an entire sector, country, or market.