Separate Accounts
Bluestone Elite
Tactical Growth Equity
Utilizes tactical asset management to improve the risk adjusted return versus a traditional aggressive portfolio over the course of a full market cycle.
Bluestone Elite Conservative
Tactical
Conservative Equity
Utilizes tactical asset management to improve the risk adjusted return versus a traditional conservative portfolio over the course of a full market cycle.
Bluestone Income
High Yield
Dynamic Allocation
Utilizes equities, ETFs and preferred securities to generate high levels (>5% annual) of income with a balanced risk tolerance.
Bluestone Income Plus
High Yield Allocation
With Covered Calls
Utilizes equities, ETFs and preferred securities, as well as cover calls (buy-writes) to generate high levels (>7% annual) of income with a balanced risk tolerance.
Alternative Solutions
Aalii Fund
Opportunistic
Muli-Strategy
A multi-strategy allocation with a focus on high-single-to-low-double digit cumulative annual percentage returns with a focus on loss aversion.
Absolute Return Fund
Diversified
Absolute Returns
A multi-strategy allocation with a focus on mid-to-high-single digit cumulative annual percentage returns with a focus on consistent positive returns.
Financial Institutions Fund
US Community
Bank Strategy
A long-short fund focused on small, and mid-capitalization U.S. banks. Typically long- biased, the fund utilizes both growth and value analytics to enter positions.
Polaris Point
Polaris Point
A global multi-strategy hedge fund blending quantitative macro forecasting and systematically-driven trading models with fundamental insights and security selection.
Bluestone Capital Management
Bluestone Capital Management
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TAX RECEIPT DECLINE CAN’T ALL BE DUE TO SHUTDOWN
on 28 January 2019
FAST FACTS ABOUT TODAY’S ECONOMIC DATA: * U.S. tax receipts start out 2019 in the red, and it can’t all be […]
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BUYERS’ STRIKE HIT HOUSING AND STOCKS IN DECEMBER
on 22 January 2019
FAST FACTS ABOUT TODAY’S ECONOMIC DATA: * Existing Home Sales put up a clunker in December (down -10% Y/Y). * […]
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CHINA TRADE SHOWS WEAK GROWTH, BUT NOT RECESSION
on 14 January 2019
FAST FACTS ABOUT TODAY’S ECONOMIC DATA: * China trade surplus improved as exports declined less than imports. * […]
