Client portfolios designed by Aintree Asset Management consist of traditional strategies involving stocks, bonds, mutual funds, ETFs, hedge fund strategies, and private equity. Whether any particular client has exposure to some or all of these strategies depends on the client’s investment objectives and risk tolerance.
Equity and fixed income securities issued by governments, municipalities, institutions, and corporations tend to be the foundation of most Aintree Asset Management client portfolios.
Clients may wish their portfolios to include low-fee index mutual funds and ETFs, long-only equity managers, hedge fund strategies, fixed income (including taxable and tax-exempt securities), and individual securities and indexes.
Aintree Asset Management Branded Investments
Aintree Asset Management has developed a number of investment products under the Aintree Asset Management brand to meet the needs of our clients in this ever-evolving investment environment. Each product is managed or co-managed by investment professionals with and average of 20 years’ experience in their niche of investing. As a result, we provide clients with a deep level of investment product expertise within a team approach to overall portfolio management.
Aintree Asset Management Municipal and Fixed Income Group (Keener Billups and Josh Embry, Directors)
The directors of our tax-exempt and taxable bond departments begin their work with a complimentary, static analysis of clients’ existing bond portfolios. The team, whose members are seasoned veterans of the municipal bond industry rigorously analyze credit and risk profiles of each bond. Based on the client’s state of residence, income needs, and approach to risk, the team might advise alterations to the portfolio. The fees for Aintree Asset Management bond strategies are transactional only. This means the client will not pay quarterly/annual fees on stagnant fixed income positions. Clients are charged only when bonds are bought and sold.
Aintree Asset Management Strategic Asset Allocation Models (Bob Elliott and Tom Sheehan, Co-Directors)
Informed by a client’s risk tolerance and return objectives, the Aintree Asset Management team allocates capital across mutual funds and ETFs. We have a unique approach to asset allocation which encompasses tax-efficient wealth preservation and growth strategies. By understanding and diversifying sources of risk, we believe investors better reduce portfolio risks such as insufficient liquidity, excess leverage, or debt. These portfolios range from conservative to aggressive growth.
Aintree Asset Management Equity Income Portfolios and Correlation Analysis (John Maggart and Stephen Maggart, Co-Directors)
This strategy utilizes a combination of fundamental and technical analysis to construct custom income portfolios for high net worth clients. The process begins with fundamental analysis to select the best publically traded companies. Technical analysis is then used to construct and refine assets with optimal risk and return properties. This dynamic approach to management allows clients to replace earned income with investment income.
The risk overlay portion of this offering entails analyzing all sectors of a client’s portfolio to ensure optimized asset allocation, which strives to reduce correlations and redundancies.
Aintree Asset Management Managed Account Command Program (Charlie Nelson and Alyson Mencio, Co-Directors)
Aintree Asset Management has narrowed the universe of long-only equity management talent to a small number of highly regarded managers. In addition to a careful performance analysis, our manager due diligence process entails in-person meetings with managers and ongoing conversations about market sentiment, market outlook, and investment strategy. The Aintree Asset Management team closely monitors the performance of each manager.
Partner Investment Products
Aintree Asset Management has partnered with several “best of breed” organizations to offer unique solutions for our clients’ investment needs outside of our offerings. To optimize results for our clients, we provide services in areas where we have great expertise and we partner with select firms when we need deeper technical expertise. We ensure that these firms embrace the same values as Aintree Asset Management and offer the highest level of service to our clients.
- Fixed Income
- Venture Capital
- Private Equity
- Real Estate
- Fund of Funds
- Hedge Funds
- Insurance and Health Care Advisory Services
- Trust Services
Please contact us for more information on our partners and partner products.