Improve the risk-adjusted return of a traditional all equity portfolio over the course of a full market cycle utilizing tactical asset management. The strategy utilizes equities and equity index/ETF securities to capture opportunities across assets, countries and sectors. The adaptive nature of the strategy enables Bluestone Elite to also employ fixed income instruments for the purposes of capital preservation. We employ a top-down approach to identify sectors that we believe will produce strong or weak relative performance to the overall market and makes investments to capitalize on these market opinions. When we deem it appropriate to position the portfolio defensively, this strategy considers cash to be an asset class and will allocate a significant percentage to cash and cash equivalents. Brian C. Shevland & Tom Wnekiewicz

Deliver superior current income versus traditional equity income strategies with reduced volatility and lower levels of interest rate risk compared to a debt strategy. This strategy is designed to deliver a superior risk-adjusted yield while reducing volatility over a full market cycle. The strategy seeks to achieve this objective by investing in a broad basket of yield-producing assets including common and preferred equities, exchange traded debt, and ETFs/ETNs. This diversity allows us to produce a higher yield than a more traditional income product while still providing volatility reduction through active asset allocation model-based decision making. The strategy does not invest in junk bonds or distressed debt securities. Brian C. Shevland & Tom Wnekiewicz

Bluestone has a successful track record of providing sub-advisory services to ETFs, mutual funds, and separately managed accounts (SMAs). Known for our ability to improve the risk adjusted performance of strategies, Bluestone has earned several awards as well as earning recognition from Morningstar as a top performer.

We are a quantitative focused, data driven firm, with both fundamental global macro analysts as well as options expertise, which enables us to construct and manage portfolios through their entire lifecycle while improving risk adjusted returns and creating an institutional quality repeatable process. Whether you are looking to compete in a sector focused strategy, to compete with benchmark focused strategies, or to provide a global go anywhere solution, we have the tools and expertise to manage your strategy regardless of the structure.

We maintain relationships with all of the major authorized participants (APs) and liquidity providers, several top tier trading firms and market makers, several of the highest rated service providers, and can assist all of your firm’s efforts to scale up a solution designed to compete with the largest and most respected firms in the industry.

Deliver superior current income versus traditional equity income strategies with reduced volatility and lower levels of interest rate risk compared to a traditional debt strategy. This hybrid strategy is designed to deliver a superior risk-adjusted yield while reducing volatility over a full market cycle. The strategy seeks to achieve this objective by investing in a broad basket of yield-producing assets including common and preferred equities, exchange traded debt, and ETFs/ETNs. This strategy also uses covered call option writing to generate additional income by capitalizing on volatility in the underlying securities. Income Plus seeks a significantly higher yield than a more traditional income product while still providing volatility reduction through active asset allocation model-based decision making. Brian C. Shevland & Tom Wnekiewicz