Currated Manager Offering
Discovering Undiscovered Money Managers
Diamonds in the Rough
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
Each year we interview hundreds of different money managers. We conduct multiple levels of Due Diligence on this group in order to find a select group of quality managers with sustainable advantages. The BoutiqueXchange is this Curated list of managers, which we can make available through various custodians, such as Schwab, Fidelity, Pershing, and IB.
The BX Collection
We are proud to introduce our roster of Boutique manager SMA investment strategies. This is the first comprehensive look at the full range of strategies that we have researched that we believe have substantial merit. These strategies fall into the “Hidden Gems” category, and advisors would not likely discover many of these managers on their own. We can make the official fact sheets, brochures, and presentations available to you upon request.
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