Investments
AZA develops custom portfolios for our clients using one or more of the following investment strategies
DRIV Series
Our Dynamic Rotational Investment Vehicles (DRIV) utilize a rules-based asset allocation process that emphasizes equity exposure during bull markets and limits equity exposure during bear markets by rotating into fixed income. This strategy uses ETFs and index funds to eliminate the risk of poor stock or sector selection.
Learn moreEnhanced Income
The Enhanced Income strategy is designed to generate cash flow using traditional and non-traditional income vehicles, typically fixed income ETFs. This strategy is not restricted to investment grade bonds, but instead surveys the entire fixed income universe and concentrates on being paid equitably for the risk assumed.
Global Equity
AZA’s Global Equity strategy is a technically-driven, stock-based approach that seeks representation in the strongest areas of the U.S., International, and Emerging markets. This strategy provides our clients with a more concentrated approach to global investing.
Total Return
The objective of the Total Return strategy is to invest in multiple asset classes and reduce the volatility of the portfolio by assessing the risks of every asset class relative to historical norms. By achieving these two objectives, we strive to generate a reasonable return with a lower risk per unit of return relative to the broader market.
Phase-In Retirement Funding
AZA's Phase-In Retirement Funding strategy is a systematic approach to pre-funding retirement income, which is invested in the most secure fixed income vehicles available. Highly predictable annual income distributions provide peace-of-mind, while avoiding the high fees and lock up periods that are characteristic of many annuities.
Alternative Investments
Our firm has a track record of providing qualified investors with top-level access to alternative investments. AZA directly manages a small cap hedge fund and a pooled real estate fund. In addition, we have special access to other hedge funds and an associated venture capital fund.