Asymmetry Capital Partners
Asymmetry Capital Partners™ is a separate managed account program we offer through agreements with professionals such as; wealth managers, financial advisors, investment consultants, trust companies, and family offices.
Asymmetry Capital Partners™ allows investment professionals access to the Asymmetry Investment Program™ managed by Shell Capital Management, LLC. The Investment Program™ includes Asymmetry™ R15, one of the longest running track records applying a global tactical rotation to wide universe of ETFs.
Through advisors via the Asymmetry Capital Partners™ agreement, Asymmetry Investment Program™ ETF models are primarily available for accounts at Trust Company of America. We offer a turn-key managed account program with account custody at Trust Company of America.
The Asymmetry Investment Program™ is also available to investment advisors who custody with Charles Schwab Institutional, via the Schwab Managed Account Marketplace®.
The portfolio management fees depend on each individual situation and the custody platform involved. We typically require a professional to commit to at least $10 million of total assets to qualify. The individual minimum account size may be more flexible through our Asymmetry Capital Partners™ advisor program than our investment minimum for direct clients.
In addition, we may consider managing accounts at other financial institutions, including:
- Folio Institutional (FolioFN)
- Interactive Brokers
- Fidelity
- Pershing
- Raymond James
- TD Ameritrade Institutional
For more information, please CONTACT US with your detailed questions.
Investment results are probabilistic, not a sure thing. There is no guarantee that active asset management or any investment strategy will be successful. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or assure against loss. Risk should be managed, directed, and controlled, but such tactics are not guaranteed. Past performance is no guarantee of future results.