Investment Solutions
Riptide Advisors is an investment platform that allows clients to deploy assets into tax aware strategies, passive/ETF products, actively managed strategies (via SMA) and self-directed investments. All investments are hosted on our platform and can be deployed efficiently through a single brokerage account.
Our Products Include
TAX AWARE
PASSIVE/ETF
Two tax aware strategies that generate offsets to capital gains (via SMA) and ordinary income (via a hedge fund).
Proprietary and standard ETF products to generate hedged or benchmark returns.
SELF-DIRECTED
ACTIVELY MANAGED
Invest into Riptide Funds and exclusive Hedge Funds via personalized separately managed accounts.
Utilize our trading system or contact the internal trading desk for real-time trade execution.
WHO WE SERVE
FAMILY OFFICES
Complete offering of tax-aware, passive, active, and self-direct investments allow family offices to utilize our platform for their entire public equity portfolio.
INDEPENDENT RIAS
Full suite of investment products and proprietary access to actively managed strategies with lower fees, better liquidity terms, and differentiated performance.
INDEPENDENT ALLOCATORS
Separately-managed accounts offer customized mandates, efficient tax reporting, better transparency, and better terms with Riptide purpose-built to deploy capital via SMAs
WHY WE WIN
TAX BENEFITS
Utilize tax aware strategies to offset capital gains and ordinary income to improve net returns.
LOWER FEES
Low platform fees and direct access to strategies eliminate fee layers and reduce overall fees for clients.
BETTER LIQUIDITY
No multi-year lock-ups or gating fees for strategies allowing clients to always access near-term liquidity.
BETTER RETURNS
Proprietary strategies from emerging managers which historically have proved to have better risk-adjusted returns than large-scale managers.
Hedge Fund Solutions
Riptide Advisors is a multi-manager hedge fund platform that allows emerging portfolio managers to launch strategies and established managers to operate independent strategies with dedicated support and best-in-class trading, middle and back office, compliance, and risk monitoring systems. As a pioneer in the "aligned capital" strategy, Riptide Advisors also offers capital solutions to emerging portfolio managers and expanded distribution for established managers.
Our Services Include
SCALABLE OPERATIONS
CAPITAL SOLUTIONS
Institutional-grade trading and order management (Eze), global operating partner (Cartesian), compliance, and a full suite of tax/audit services.
Emerging managers progress from their capital to traditional capital and established managers grow their strategies with expanded distribution.
INSTITUTIONAL RISK MANAGEMENT
AI-ENABLED RESEARCH
Proprietary AI-technology built with the aim to improve performance.
Hedge ideas, risk analytics, and portfolio monitoring from risk management software (Arcana).
WHO WE SERVE
FUND LAUNCHES
We offer services from fund formation to full operations while tailoring a capital strategy that allows funds to launch with success.
EXISTING FUNDS
We help existing funds scale with capital introduction, global operations, compliance, research support, and best-in-class risk management.
MULTI-MANAGERS
We built an institutional-scale multi-manager environment with the ability to administer multiple portfolio managers in a pool of capital, offer factor-based risk management and utilize leverage for maximum risk-adjusted returns.
WHY WE WIN
FUND LAUNCHES
Our full suite of services handles complexity of fund launches with a seamless transition into a scaled operation with introductory capital.
EXISTING FUNDS
Our low-cost, high-value services allow portfolio managers to focus on alpha generation.
CAPITAL SOLUTIONS
Curated leverage strategies to enable enhanced payouts and scale for emerging managers and on-platform traditional SMAs for established managers.
MULTI-MANAGER ENVIRONMENT
A custom-built multi-manager environment that allows established managers to transition to an independent operation and emerging managers to learn while building a track record in the multi-strategy style with inroads to larger multi-managers.