Asset Management

Dynamic investment strategies for financial advisors and their clients.

Financial advisors rely on AZA Capital Management as a sub-advisor for dynamic investment strategies to help fortify their clients' portfolios.

Our innovative approach to adjusting investment risk over time and in accordance with prevailing market conditions often can compliment more traditional, static allocations. We offer access to select strategies through seperately managed accounts.

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How We Support You

Using our sub-advisory services, you can implement cost-effective strategies to help complement existing portfolios. We'll do all the research and management, allowing you to free up more time to grow your business.

Adaptable Portfolios

Feelings about the market can change over time. Our smart portfolios are geared to adjust.

Direct Access

No middle man. We research, make investment decisions, and develop investment strategies.

Fair, Transparent Cost

What you see is what you get. No hidden fees, no sales commissions. Just simple pricing.

Strategies for Advisors

The following strategies are offered thorugh seperately managed accounts.

DRIV Core

DRIV Core is a tactical allocation strategy that seeks to achieve returns comparable to the broad U.S. stock market over full cycles but with less volatility and downside risk. The goal is to achieve superior risk-adjusted returns over the long run. This approach focuses on varying the portfolio allocation between stock and bond investments over time and through different market conditions, based on our analysis of valuations and projected returns.

DRIV Hedged

DRIV Hedged is a hedged equity strategy that seeks to achieve returns comparable to the broad U.S. stock market over full cycles but with less volatility and downside risk. The goal is to achieve superior risk-adjusted returns over the long run. This approach utilizes a blend of index-based equity investments, options hedging, and volatility trading techniques. The combination is designed to provide exposure to gains in the stock market while guarding against significant losses.

Core Equity & Options

The Core Equity and Options (CEO) strategy is an actively managed approach that generally holds 20 to 30 large capitalization equities and may write longer duration covered call options and/or cash-secured put options. When compared to an all stock portfolio, the primary objectives in using options are to increase cash flow, reduce volatility, and manage net exposure to the underlying equities.

Global Equity

The 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.

Strategic Equity

The Strategic Equity portfolio is an actively managed approach that generally holds 20 to 50 large capitalization equities. This strategy seeks long term capital appreciation with returns comparable to broad measures of the U.S. equity market over long run market cycles.

Enhanced Income

The Enhanced Income strategy focuses on current income as a primary objective, with capital appreciation as a secondary objective. This strategy surveys areas of the traditional bond market in addition to non-traditional, liquid sources of income such as MLPs, REITs, energy royalty trusts, convertible bonds, preferred stock, etc. The broad investment scope provides the opportunity to perform well in an inflationary or rising interest rate environment when bonds often do not.

Learn How We Partner With You

We've been serving high net-worth individuals, investment advisors, and institutions for the last 20+ years, and we welcome the opportunity to talk with you.