Services
Investment strategies and management services for investment advisory firms and institutions
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Multiple models for each strategy that cater to specific investment objective, risk tolerance, and target return needs of clients
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Detailed performance reporting
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Back office support to facilitate transfers and transactions
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Sonnet Information Pieces
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Fact sheets on each strategy
Performance reports on each model
Quarterly updates
Proposals
Head-to-head comparisons
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Money Management Strategies
STRATEGIC
TACTICAL
SPECIALTY
Sonnet Advisor Tools
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Allocation meter
Theme blends
Periodic table of strategies
Performance matrix
Interactive blended model calculator
Interactive blended model matrix calculator
Investment presentation materials
Strategic Management
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Sonnet’s actively and passively-managed, tax-efficient strategies remain fully-invested at all times while maintaining a low weighted-average expense ratio on each model. Advisors can choose domestic, global, or both within the strategic management line-up. These strategies may utilize decades of research and historical asset class performance data in constructing each model or a proprietary quantitative-based model when determining allocations and weightings.
Tactical Management
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Sonnet’s actively-managed tactical line-up offers both domestic and global strategies. These strategies also focus on maintaining low weighted-average expense ratios for each model. Advisors maintain flexibility when choosing the defensive capabilities of actively-managed tactical strategies. Each tactical strategy’s ability to “play defense” on the equities portion of the portfolio varies. Equity exposure can be reduced by as much as 50%, 80%, 100%, or even allocated to a net shot/inverse position, depending on the strategy.