INDIVIDUALS

Solstein manages tactical portfolios for individual clients that seek active investing for their taxable and retirement accounts.

Solstein establishes a partnership with a client after a few key steps. First, the team analyzes a potential client’s current investments, to gain an understanding of the historical context and discuss current views. Second, the team confirms key objectives and requirements, and everyone determines if an investment partnership is a match. Next, the team collaborates with the client to design and formalize an investment game plan, followed by the operations team to initiate the plan. Solstein seeks to be an investment partner to clients, versus a traditional investment manager. Below are different ways in which we partner with our individual clients.

• CLIENT TYPES. Individuals/couples with taxable and/or retirement accounts.
  
  

• STRUCTURES. Separately-managed accounts are typical.
  
  

• MANDATES.

  • Geographic. Global is typical. Solstein does manage international-only portfolios for institutional clients.

  • Risk Tolerance. Semi-hedged and fully-hedged are most typical. Solstein does manage long-only portfolios for institutional clients.

  • Asset Classes. Cross-asset is typical. Solstein does manage equity-only portfolios for institutional clients.

  • Bespoke Options. For sizeable clients with more complex requirements, Solstein may provide active management of bespoke positions, such as concentrated legacy positions, low cost basis legacy positions, and new stock grants. Moreover, Solstein may create bespoke hedges for specific portfolio risk management needs.
    
    

• OBJECTIVES.

  • Risk/Returns. Benchmark-oriented and client-designed are most typical, whereas absolute return is a flexible option.

  • Taxes. Incorporating tax management, where applicable.

  • Additional. Flexibility for client-driven guidelines (e.g., ESG, liquidity, legacy positions).
    
    

• CUSTODIANS.

  • Current. UBS, Schwab, and Interactive Brokers for family office clients. Solstein works with a larger list for institutional clients such as Goldman Sachs and Northern Trust.

  • Future. Flexibility for additional custodians if desired, given operations infrastructure.
    
    

• ADDITIONAL WEALTH SERVICES.

  • Solstein has a partnership with UBS wherein sizeable Solstein clients can leverage both UBS Global Family Services’ wealth management offerings (e.g., loans, new entity establishment, physical gold delivery, private equity investments) as well as UBS’ prime brokerage offerings.

  • Solstein has an institutional Coinbase relationship that enables Solstein to establish accounts, trade cryptocurrencies, and create custody arrangements with Solstein clients.

    
    
    

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