What We Do
Wavelet Advisors is a fiduciary, independent and discretionary investment manager.
Fiduciary - We put your interests first. It is not only our ethical but also legal obligation to act in your best interest.
Independent – We are compensated solely by you. There are no other arrangements with any entities to reimburse us for the selection of your investments. We are also not robo-advisors and we are accessible whenever you need us.
Discretionary – We will build and run a personalized portfolio on your behalf, matched to your financial needs and the level of risk you are comfortable with. With our discretionary service, you allow us to make adjustments to your portfolio without needing to ask your permission.
We offer two types of managed investment solutions:
Managed Multi-Asset Solutions
Managed Single-Asset Solutions
The chart above is for illustrative purposes only to show risk - return profiles of the individual investment strategies. These are not our current allocations.
Managed Multi-Asset Solutions
Summary
We offer four different options:
1) Capital Preservation
2) Balanced Approach
3) Diversified Perspective
4) Selective Opportunities
Managed Multi-Asset Solutions seek to meet the specific needs, goals and values of investors, with a range of risk tolerances and asset classes. These customized investment products can be invested in individual holdings as well as in select ETFs and funds. We utilize our own optimization tools for the best bespoke investment solutions crafted around the investor's unique needs and attitude to risk.
Managed Single-Asset Solutions
Summary
We offer two different options:
1) Global REACT®
2) Global Select
1) Global REACT® is a continuation of the Global REACT® strategy managed at Rothschild & Co. It is a concentrated all cap equity product which centers around owning emerging, developing, and incumbent businesses that adddress sustainability. Its focus is on five unique pillars: Resources, Environment, Agriculture, CleanTech, and Transportation. The product is invested with a longer-term view and is benchmark-agnostic.
2) Global Select is an active, high conviction and risk-managed global large cap equity strategy. It is a concentrated yet diversified portfolio aiming to deliver long-term outperformance while controlling risk.
