Traditional assets have a long history going back to the Roman Republic where the state leased out many of its services to private companies. These companies were similar to modern corporations and they issued shares called Partes.
The investment landscape has changed quite a bit over the last decades.The variety of assets to invest in has increased and made the selection process even more important than in the past.Learn About Our Model
In the past a portfolio consisted mostly of stocks, bonds and cash, today the offering is much more finessed.
With the great choice of assets today, it is crucial to separate the chaff from the wheat. We at Schlossberg&Co have screened over 30'000 assets.
We constantly screen the asset universe and select the best ones based on fees, liquidity and suitability.
These huge differences in fees and liquidity have a significant impact on an investors performance.
Based on our rigorous assessment of the investment universe, we invest in an optimally diversified portfolio covering all traditional asset classes in a cost-effective and liquid manner. Depending on the performance our investment algorithm switches between the following assets.Learn About Our Model