| Portfolio Offerings |
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We specialize in Investment Management Solution. Our algorithms,
tools, techniques, methodology and strategies help you make
better returns on your investment portfolio, maximize profits and
minimize losses.
tools, techniques, methodology and strategies help you make
better returns on your investment portfolio, maximize profits and
minimize losses.
ABARIS's PORTFOLIOS seek to preserve and grow capital by
producing absolute returns with reduced portfolio volatility and
manageable risk and drawdown. ABARIS will invest in securities and
Exchange Traded Funds (ETFs) spanning all the major world asset
classes including equities, bonds, real estate, commodities,
emerging markets and alternatives. ABARIS's strategies utilize a
quantitative approach with strict risk management controls to actively
manage the portfolio in an attempt to control downside losses and
protect capital. The wide diversification coupled with prudent
portfolio management may allow ABARIS to perform in any economic
environment. ABARIS seeks to offer investors the potential
advantage of achieving equity-like returns with reduced risk and
volatility.
producing absolute returns with reduced portfolio volatility and
manageable risk and drawdown. ABARIS will invest in securities and
Exchange Traded Funds (ETFs) spanning all the major world asset
classes including equities, bonds, real estate, commodities,
emerging markets and alternatives. ABARIS's strategies utilize a
quantitative approach with strict risk management controls to actively
manage the portfolio in an attempt to control downside losses and
protect capital. The wide diversification coupled with prudent
portfolio management may allow ABARIS to perform in any economic
environment. ABARIS seeks to offer investors the potential
advantage of achieving equity-like returns with reduced risk and
volatility.
ABARIS+Advantage Algorithmic Portfolio Management |
CUT THE STRESS OF INVESTING
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ABARIS provides "private label"
portfolio management for select
independent RIA's, Broker/Dealers
and the clients of their Registered
Representatives. ABARIS takes a
top-down macro view with global
orientation in constructing its
portfolios. Our Global Allocation
management style enables clients to
obtain all three major asset
classes--global equities, fixed income
and alternatives--in one separately
managed brokerage account.
Portfolio selection is based on
proprietary algorithm that takes into
consideration several factors, including
- market cap, performance, volume,
volatility, liquidity. This is a continuous
screening process and ETF's/Stocks
are rotated based on selection criteria.
ABARIS works closely with
Advisors/Reps and Institutional
Investors to design custom investment
solutions based on variations of
ABARIS's main portfolio models.
portfolio management for select
independent RIA's, Broker/Dealers
and the clients of their Registered
Representatives. ABARIS takes a
top-down macro view with global
orientation in constructing its
portfolios. Our Global Allocation
management style enables clients to
obtain all three major asset
classes--global equities, fixed income
and alternatives--in one separately
managed brokerage account.
Portfolio selection is based on
proprietary algorithm that takes into
consideration several factors, including
- market cap, performance, volume,
volatility, liquidity. This is a continuous
screening process and ETF's/Stocks
are rotated based on selection criteria.
ABARIS works closely with
Advisors/Reps and Institutional
Investors to design custom investment
solutions based on variations of
ABARIS's main portfolio models.
ABARIS – BALANCED PORTFOLIO
ABARIS Conservative model allocates 40% of funds to Growth ETF’s
and 50% to Fixed Income ETF’s or in low volatility instruments such
as Treasuries and Bonds, and 10% in Cash. This is a Long Only
Portfolio and takes only long positions in diversified ETFs.
ABARIS – MODERATE PORTFOLIO
ABARIS Moderate model allocates 60% of funds to Growth ETF’s
and 30% to Fixed Income ETF’s or in low volatility instruments such
as Treasuries and Bonds, and 10% in Cash. This is a Long Only
Portfolio and takes only long positions in diversified ETFs.
ABARIS – GROWTH PORTFOLIO
ABARIS Aggressive model allocates 90% of funds to diversified
global Growth and Income ETF’s and 10% in Cash. This is a Long
Only Portfolio and takes only long positions.
ABARIS – CONSERVATIVE PORTFOLIO
ABARIS Conservative model allocates 40% of funds to Growth ETF’s
and 50% to Fixed Income ETF’s or in low volatility instruments such
as Treasuries and Bonds, and 10% in Cash. This is a Long Only
Portfolio and takes only long positions in diversified ETFs.
ABARIS – AGGRESSIVE PORTFOLIO
ABARIS Aggressive model allocates 90% of funds to diversified
global Growth and Income ETF’s and 10% in Cash. This is a Long
Only Portfolio and takes only long positions.
ABARIS+ADVANTAGE PORTFOLIO
ABARIS ADVANTAGE model allocates 90% of the funds to high
volume and high capitalized ETF’s with an aggregate portfolio Beta
of less than 1.0. This is a Long/Short ETF Portfolio and takes long
as well as short positions in diversified ETFs.
ABARIS+CUSTOM PORTFOLIO
The ABARIS CUSTOM model allocates 100% of the funds to ETF’s
OR Equities. This is a Long/Short Portfolio and takes long as well as
short positions in diversified ETFs or Equities.
ABARIS Conservative model allocates 40% of funds to Growth ETF’s
and 50% to Fixed Income ETF’s or in low volatility instruments such
as Treasuries and Bonds, and 10% in Cash. This is a Long Only
Portfolio and takes only long positions in diversified ETFs.
ABARIS – MODERATE PORTFOLIO
ABARIS Moderate model allocates 60% of funds to Growth ETF’s
and 30% to Fixed Income ETF’s or in low volatility instruments such
as Treasuries and Bonds, and 10% in Cash. This is a Long Only
Portfolio and takes only long positions in diversified ETFs.
ABARIS – GROWTH PORTFOLIO
ABARIS Aggressive model allocates 90% of funds to diversified
global Growth and Income ETF’s and 10% in Cash. This is a Long
Only Portfolio and takes only long positions.
ABARIS – CONSERVATIVE PORTFOLIO
ABARIS Conservative model allocates 40% of funds to Growth ETF’s
and 50% to Fixed Income ETF’s or in low volatility instruments such
as Treasuries and Bonds, and 10% in Cash. This is a Long Only
Portfolio and takes only long positions in diversified ETFs.
ABARIS – AGGRESSIVE PORTFOLIO
ABARIS Aggressive model allocates 90% of funds to diversified
global Growth and Income ETF’s and 10% in Cash. This is a Long
Only Portfolio and takes only long positions.
ABARIS+ADVANTAGE PORTFOLIO
ABARIS ADVANTAGE model allocates 90% of the funds to high
volume and high capitalized ETF’s with an aggregate portfolio Beta
of less than 1.0. This is a Long/Short ETF Portfolio and takes long
as well as short positions in diversified ETFs.
ABARIS+CUSTOM PORTFOLIO
The ABARIS CUSTOM model allocates 100% of the funds to ETF’s
OR Equities. This is a Long/Short Portfolio and takes long as well as
short positions in diversified ETFs or Equities.
We believe our investment
approach, algorithmic
system and customized
services are truly
"changing the game" in
investment management.
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