Important: For advisor use only. Not for use with the public.
Model Capital Management LLC offers to Advisors the following tactical strategies:
Model Capital Management claims compliance with the CFA Institute's Global Investment Performance Standards (GIPS®). According to the CFA Institute, “As an investor, you can rely on the performance presentations given to you by GIPS-compliant firms.”
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 a tactical investment manager. Please review the following pages for more information on Model Capital's unique approach to tactical investment management and tactical management SMA strategies.