Global Multi Asset Class Portfolios

Overview

Altavero Capital offers a range of multi-asset portfolios designed to accommodate different investment objectives and risk profiles. Portfolios can be tailored to align with individual requirements, while maintaining a structured and disciplined investment approach.

Custom Portfolio Design

Tailored to align with individual investment objectives and risk profiles

Active Management

Managed using a disciplined approach supported by internal and external expertise

Flexibility

Portfolio allocations can be adjusted as investment needs evolve

Transparency

Full visibility into holdings, transactions, income, and fees

Efficient Reporting

Timely reporting to support monitoring and tax requirements

Multi-Asset Exposure

Access to a diversified range of asset classes within a single portfolio

Fund Information

	1 MONTH	3 MONTH	6 MONTH	1 YEAR	2 YEAR P.A.	3 YEAR P.A.	5 YEAR P.A.	SINCE INCEPTION P.A.	SINCE INCEPTION CUMULATIVE	INCEPTION DATE
Altavero Capital BALANCED MODEL	1.68%	4.31%	4.41%	16.60%	13.27%	5.06%	7.16%	8.07%	82.40%	DEC 2016
Altavero Capital GROWTH MODEL	1.90%	4.89%	4.73%	19.88%	15.85%	5.90%	8.74%	9.74%	105.44%	DEC 2016
Altavero Capital HIGH GROWTH MODEL	2.01%	5.28%	5.00%	21.68%	17.14%	6.26%	9.42%	10.53%	117.21%	DEC 2016

CURRENCY	USD, EUR, GBP. Multi-Currency.
DISTRIBUTIONS	Quarterly, Variable
INVESTMENT AMOUNT	Standard portfolio minimum $500,000 USD Bespoke portfolio minimum $2,000,000 USD
LIQUIDITY	Flexible – generally daily
INVESTMENT MANAGER	Altavero Capital
PORTFOLIO ADMINISTRATOR	Sarah Orenstein

Investment Strategy

Disciplined investment process with experienced investment personal. Our goal is to bring institutional investment and risk management to the private client world.

Disciplined & Institutional Approach

A structured investment process focused on long-term outcomes, supported by both internal expertise and external research to ensure consistency and informed decision-making

Active Asset Allocation

Portfolios combine active and passive strategies, with ongoing adjustments to asset allocation based on market conditions and risk considerations

Experienced Investment Team

Investment decisions are guided by a team with extensive experience across global markets and multiple asset classes

Global Diversification

Portfolios are diversified across asset classes, regions, and currencies to help manage risk and support stable performance

Benefits of Altavero Capital Investment Offering

Altavero Capital offers a structured investment framework designed to provide flexibility, transparency, and disciplined portfolio management. The approach focuses on aligning investment strategies with individual objectives while maintaining strong oversight and control.

Disciplined Investment Approach

A structured process focused on long-term outcomes, supported by experience and consistent decision-making

Secure Custody

Assets held through established custodial arrangements, ensuring separation and protection

Flexible & Liquid Structure

Ability to adjust investments and allocations within a flexible portfolio framework

Multi-Currency Exposure

Access to a range of global currencies to support diversified investment strategies

Investor Control

Portfolios can be tailored to individual risk preferences and investment objectives

Transparency & Reporting

Clear visibility into holdings, transactions, and performance through dedicated reporting tools