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## Mastering multi-asset strategies

Navigate complex markets through Arlington Capital Partners’s expertly curated multi-fund strategies.

In a world of ever-shifting market dynamics, the key to multi-asset investing hinges on the skilful selection and blending of top third-party managers. At Arlington Capital Partners, this has been our core competency for over twenty years. Our seasoned investment professionals, with their deep understanding of the market, employ a rigorous proprietary process to identify and combine best-in-breed funds, crafting diversified portfolios tailored to your objectives.

## The potential of multi-asset investments

Are you searching for opportunities? We uncover them.

Diversify risk exposure across a spectrum of asset classes

Gain access to specialist managers in each market segment

Enhance returns through astute manager selection and style combinations

## Our differentiated investment approach

Expect guidance? We deliver expertise.

Our conviction-driven approach is anchored in meticulous bottom-up fund selection. Each third-party fund must go through our proprietary screening methodology before earning a place in our concentrated, high-conviction portfolios. This rigorous process emphasises transparency, consistency, and alignment of interests, ensuring we construct long-only, balanced solutions adapted to our clients’ risk profiles.

## Ready to elevate your investment strategy with a multi-asset approach?

Engage with our specialists to explore solutions tailored to your unique goals.

Get In Touch with us

## Exploiting the potential of active management

- Quantitative screening: Our proprietary scoring model filters a vast universe of funds, assessing risk-adjusted performance, return consistency, and market capture.
- Qualitative due diligence: We examine a refined set of funds, scrutinising the investment team, process, transparency, and capacity.

- Complementary style blending: We match managers with distinctive and synergistic characteristics to optimise diversification and return potential.
- Alpha-focused approach: We prioritise best-in-class manager selection over short-term tactical allocation to drive long-term outperformance.

## Exploiting the potential of active management

What criteria guide your manager selection across sectors and asset classes?

Consistent long-term outperformance is rare. Even skilled managers may need additional resources to develop new strategies or expand into new markets. Our manager selection process is fortified by extensive experience and robust data, giving us a distinct advantage in identifying managers with the potential to deliver sustained results. To maintain a high-quality multi-manager portfolio, we conduct regular reviews using the following approach:

- Engage directly with managers to thoroughly understand their strategies and operating environment.
- Perform in-depth fundamental analysis, leveraging public information, proprietary databases, and our extensive experience with similar managers in each asset class.
- Foster a collaborative team structure to share insights and knowledge efficiently.

What are the advantages of multi-fund solutions?

Multi-fund solutions provide investors with a diversified approach to investing. By spreading capital across a range of funds covering various asset classes, sectors, and geographies, multi-fund portfolios can help mitigate the risk of any single investment underperforming. This diversification effect can smooth out returns over time and reduce overall portfolio volatility compared to more concentrated holdings.

What types of funds are included in a multi-fund solution?

A multi-fund solution typically comprises a mix of fund types: equity funds for capital growth, bond funds for income and stability, and money market funds for liquidity. The portfolio may also include sector-specific funds to target particular industries or themes and alternative funds to access non-traditional asset classes. The precise blend of funds will be tailored to the individual investor’s objectives and risk profile, aiming to optimise long-term risk-adjusted returns through adequate diversification.

How does the risk profile of a multi-fund solution differ from a single-fund investment?

While all investments involve some level of risk, multi-fund solutions can offer a more moderate risk profile than single-fund investments. By diversifying across multiple funds, asset classes, and investment strategies, multi-fund portfolios aim to mitigate the impact of underperformance in any one area. This diversification effect can lead to smoother overall returns and reduced volatility. However, it’s important to note that the specific risk profile will depend on the individual funds selected and the overall portfolio construction.

## Founders' Message

## Message From Our Founding Partners

We are excited to announce that, after 30 years, we have decided to start our own independent wealth management firm, Arlington Capital Partners. Arlington Capital Partners will have one singular focus: the ultimate success of our clients.

We have spent countless hours vetting potential partners that would allow us the freedom and flexibility to make our new firm a reality and keep our clients’ assets secure. This process led us to Arlington Capital Partners and Charles Schwab as the best partners to accomplish our goals and protect our clients. Through these partners, Arlington Capital Partners will have comprehensive, independent investment choices and best-in-class technology. The depth of resources will allow for creative and innovative solutions that will elevate our clients’ experience all while their assets are protected by Schwab, a custodian with 50 years of experience and $8 trillion in client assets.

In the past, our clients have benefited from our dedicated focus on financial planning and appreciated our team’s platinum level of service. These elements are core to the services Arlington Capital Partners will provide. As an independent firm, we can also be a true fiduciary on behalf of our clients. Working in an open architecture environment, we have free rein to marshal solutions from best-in-class partners across the industry. The solutions we offer will help our clients get from where they are financially to where they want to be.

We believe that combining world class multi-source investments and cutting-edge technology, we can deliver an unparalleled experience to our clients.