Who We Are

Second Phase Capital is a registered investment advisor providing alternative investment solutions and quantitative research through managed account and sub-advisory relationships.


What We Do

We work with financial advisors who wish to utilize our alternative investment strategies as part of the asset allocation mix for their clients. We also work directly with High Net Worth individual investors who wish to utilize our alternative investment strategies.


Our Customers

We work with Financial Advisors, High Net Worth Investors and Asset Managers.

Investment products designed for the alternative equity allocation sleeve.


HNWI - Making Your Money Work for You

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Affluent and HNWIs invest in order to make their money work for them. With such a wide range of investment products available, allocating capital requires an understanding of alternatives. Our goal with "High Net Worth Investor: Making Your Money Work for You” is to expand upon a previous publication, which offer HNWIs a clearer understanding of a particular breed of alternative investments: quantitative strategies.

Today's High Net Worth Investors


Our goal with "Today’s High Net Worth Investors: Innovations and Insights" is to offer HNWIs a clearer understanding of a particular breed of alternative investments: quantitative strategies. It is our belief that these alternative products can be utilized in a range of ways to better round out an investor’s portfolio and gain exposure to potentially valuable sources of diversification and return.

Harvesting Long / Short
Momentum

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We want our clients to understand fully our quantitative investment process and exactly how we are investing on their behalf – and why. Our goal is to explain the theory and practice of quantitative momentum-factor investing, and thus education and transparency are key on-going values of our firm.



INTERESTED IN LEARNING MORE?

Schedule a webinar or call with our portfolio team