Financial Advisors

Second Phase Capital designs and manages alternative investment strategies.  Our quantitative approach removes the emotional pitfalls other managers are often subject to during extreme market movements. Further, our quantitative approach means that there is no key-man risk and we won’t deviate from the designated style and mandate of the strategy. As an emerging manager we have designed our firm and its products to help Financial Advisors and their clients capture returns while also remaining comfortable with the risks.

We offer many ways for financial advisors and high net worth individuals to access our strategies, depending on the needs of the advisor and investor.Our managed account vehicles allow for daily transparency into a portfolio’s holdings as well as liquidity on demand. We have no lockup or gate fees and are happy to discuss other special terms and conditions that may be required for your client.

Please CONTACT US to learn more about how our firm can offer attractive options for your clients and the asset allocation decisions you must make. We can arrange a face to face meeting or setup a demo for you.