© 2010 Oxford Chase Advisors, All Rights Reserved
OCA offers investment management services to our clients through Interactive Brokers (IB). IB is our sole broker and custodian. All accounts are Separately Managed Accounts (SMAs) held at IB. We mange taxable accounts and various types of IRA accounts such as as Roth, Traditional, Rollover, SEP and SIMPLE.
OCA offers two broad portfolio strategies:
Active portfolio Management: In an active portfolio, we invest in undervalued securities with an objective to generate alpha. Alpha is defined as the excess return over a broad market portfolio’s return. Such a portfolio will be less diversified and volatile.
Passive portfolio management: with hedging: In a passive portfolio, we strive to get broad market exposure using ETF’s that track S&P 500, Russell 2000 etc. The portfolio is hedged using option strategies like collars and puts to reduce the volatility. The allocation to cash is also actively managed. We use several macroeconomic indicators and market valuation metrics to adjust the cash allocation and hedging.
We have different models based on age, risk tolerance and other client specific needs.
For further questions, please email us at
info@oxfordchaseadvisors.com
Or call 678-313-6265 to set up a meeting or a phone consultation..