Fact Sheets

Model Capital Management LLC offers to Advisors the following tactical strategies:

In addition, Model Capital offers core dynamic strategies, ranging in risk profile from Income to Growth-Plus. This brochure briefly explains how these strategies might fit investors’ objectives.

Model Capital Management LLC claims compliance with the Global Investment Performance Standards (GIPS®), and has prepared these reports in compliance with the GIPS® standards. According to the CFA Institute: “When investment firms follow global standards for presenting investment performance, it gives investors the transparency they need to compare and evaluate investment managers.” Verification reports of our performance by an independent GIPS firm are available upon request.

The above strategies may be offered to investors as separately-managed accounts (SMA) or as unified managed accounts (UMA) on a custodian platform. In most cases, it is managed by the applicable Managing Advisor who is responsible for custody of client assets, and sub-advised by Model Capital Management LLC. Terms and restrictions may apply, such as a minimum investment amount. Please contact us for more details.

Model Capital Management LLC is an investment manager focused on asset allocation. Please review the following pages for more information on Model Capital’s unique approach to tactical investment management and tactical management SMA strategies.

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