Rob Emrich

Functions as a College/University

Castleview seeks to maximize asset growth and wealth protection while minimizing tax obligations and avoidable risk. The firm develops an investment strategy based on the client’s goals, investment objectives, time horizon, and risk tolerance.

Lake Point utilizes a long-term strategy with a balanced, well-diversified portfolio of securities which may also include investments in private funds. In addition, the firm may utilize separate account managers who may manage portfolios of stocks, bonds or other securities on behalf of their clients in separately managed accounts. Additionally, the investment strategy used by their separate account managers, mutual funds and other recommended pooled investment vehicles may also include short sales, margin transactions, currency trading, and various option strategies and other forms of derivatives. With respect to analysis of equity and fixed income mutual funds, hedge funds, private equity funds and separate account managers, Lake Point performs quantitative and qualitative analysis.

Acruence Capital seeks to achieve their clients’ investment objectives through deep quantitative and fundamental research of ETFs and ETF derivatives that are intended to hedge their clients’ portfolios and protect them against downside risk.