FERRARO CAPITAL

Most of our AUM are administered under separately managed accounts. We believe there are several benefits to this approach including: 1) Portfolio construction consistent with our client's risk tolerance and return goals, 2) Exclusion of stocks, sectors, or securities that are not consistent with the client's risk tolerance, return goals, or personal philosophies, 3) Minimization of taxes through managed tax gain/loss harvesting; and 4) Avoidance of exposure to embedded capital gains and hidden fees that are common to mutual fund investors. For more on this topics please see..... Our experts provide investment management and advice based on portfolio theory, empirical studies of the markets, and their own portfolio management experience. Their expertise and skills benefit a wide range of clients, from individuals to institutions, and assist them in protecting and growing their capital, and in achieving their long-term financial goals... Our over-arching investment goal is to achieve..

Also known as: FERRARO CAPITAL LLC, THE CORE