BoutiquExchange

custom investment solutions for advisors

OVERVIEW

BX delivers custom investment solutions to advisors and family offices.

BEX-GlobeArt

OUR PILLARS

BX Platform

The Exchange Think Tank

The Exchange Think Tank is market research and digital portal providing analytics, tools and resources.  Offerings include research papers, webinars, symposiums and applications covering a variety of topics from securities analysis and asset allocation to topical conversations, market views and actionable items.

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CIO Services

BX provides customized Advice and Consulting to both investors and Financial Advisors and Family Offices.  These services include the customized design, development, and execution of investment policy statements and investment operating guidelines for investors. Our Consulting service specialty also includes market outlooks, investment strategies, portfolio and manager analysis, and proposals with the financial advisor in mind. 

Currated Manager Offering

Our Currated Manager Offering platform covers an extensive array of third party managers covering equity, fixed income, risk offset, opportunistic, real estate and private equity offerings. We interview, analyze and perform due diligence on hundreds of mangers annually.  BX provides investors with direct access and high touch service to manager strategies via SMA solutions and /or  niche LP product offerings ………………………………….

Portfolio Management

BX offers proprietary Portfolio Management services covering equity, fixed income, long short, option and other niche strategies via SMA, managed money and model driven programs.  For certain HNW and family office clients, strategies are customized and include client facing investment committee calls.

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Direct Investment

BX, via ARBX  out Direct Investment platform,  provides niche real estate, private equity, and venture capital offerings to HNW and family office investors.  BX works across the spectrum to seek deals and opportunities that are unique, difficult to access and also complementary to our existing portfolio management solutions.

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Disclosures

Investment strategies may not achieve the desired results due to implementation lag, other timing factors, portfolio management decision making or other unanticipated factors. The data presented has been gathered from sources believed to be reliable; however, their accuracy, completeness, or reliability cannot be guaranteed. We make no warranties and bear no liability for your use of this information. The performance illustrated may be materially different from any specific separate accounts using these strategies. Performance results are primarily presented after trading costs and before management fees (gross of fees). Investment advisory fees and trading costs differ across the size and type of the accounts that are used in these performance figures. Fee schedules are available upon request. The performance data quoted represents past performance and does not guarantee future results. All index performance includes capital appreciation and reinvested dividends and is presented gross of fees. Past performance is not indicative of future results. As with any investment vehicle, there is always a potential for profit as well as the possibility of loss. Actual results may differ from composite returns, depending on account size, investment guidelines and/or restrictions, inception date and other factors. Nothing contained in this presentation should be construed as a recommendation to buy or sell a security or economic sector. Please see firm and performance disclosures.

Back-tested performance does not represent actual performance and should not be interpreted as an indication of such performance. Actual performance for client accounts may be materially lower than that of the back-tested portfolios. Back-tested performance results have certain inherent limitations. Such results do not represent the impact that material economic and market factors might have on the execution of model-based portfolio strategies. The back-tested performance also differs from actual performance because it is achieved through the retroactive application of model portfolios designed with some benefit of hindsight. As a result, the models theoretically may be changed from time to time and the effect on  performance results could be either favorable or unfavorable