Professionally Active Managed Portfolio
Moreland Capital Group™
caters to accredited clients such as high net worth individuals, institutions and organizations. Providing a superior product all while charging less than the average mutual fund fees.
Our affluent clients prefer to have a reliable and dependable boutique asset management firm care for their savings instead of taking the risk of handling it themselves, putting their money in
bank savings that pay less than inflation rate, or having a financial institution that charges exorbitant fees and under performs the major indices.
Greater Return with Less Volatility
Our portfolio construction process is built on a decade of trial and error, fine tuned under many market conditions. We use proprietary research
unlike any other firm that serves as the foundation for our institutional type quality clients. We adapt to ever changing world with high regards to risk management.
How do we do it?
Moreland Capital Group's
strategies include long only and hedged focused on large and mid cap US equities. Investing in fundamentally strong companies, choosing to add undervalued
securities at the most optimum time in market cycles. Implementing risk management strategies to maximize return with reduced volatility and charge less than the average mutual fund fees.
Who do we serve?
Moreland Capital Group caters to high net worth individuals, family offices, corporations, insurance companies, healthcare providers,
institutional investors, investment banks, financial advisors, wealth managers, fund of funds, foundations, trusts, sovereign wealth, endowments, pensions, public funds,
unions, and multi employer. We try to work with some of the largest asset allocators of US equity strategies around the world.
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Benefits to our clients
Professionally managed by a boutique firm
We cater to accredited clients and institutions
Our focus is on large and mid cap US equities
Long term capitalization in known companies
Lower management fee than avg. mutual fund
Analysts with over a decade of experience
Over 20,000 man hours invested in R&D
Independent track record since 2007
Separate managed account since 2014
Our goal is to manage long/hedged portfolios
Any time withdraw with no lock up period
Monthly account statement reports
End of year independent audited reports
Hundreds of combined algorithms tested
Multitude of strategies refined over a decade
Tested & proven strict quantitative analysis
Tested & proven strict qualitative analysis
Tested & proven strict risk management rules
Capable of designing portfolios for client needs |