BCM Hedge Fund Advisory Services – Custom Portfolios

Balter Capital Management, LLC

BCM Hedge Fund Advisory Service offers investors the ability to build a direct custom hedge fund portfolio or to add a layer of oversight to existing hedge fund portfolios. We construct and monitor direct portfolios, handling all aspects of the due diligence process, quantitative and qualitative analysis, and ongoing performance monitoring and measurement. Each client portfolio is uniquely tailored based on the client’s risk tolerance and return perimeters, summarized with a comprehensive quarterly report and review on an individualized basis.

Why should hedge fund investors seek professional help? For most investors navigating the approximate 10,000 existing hedge funds is overwhelming, complex and time consuming. BCM Hedge Fund Advisory Services helps investors address this challenge. Our team of knowledgeable professionals are constantly assessing and reassessing hedge funds and actively monitoring a highly filtered set of hedge funds. In addition to quantitative and qualitative screens for performance metrics, our filtering process includes operational, technology infrastructure, the reconciliation process between the investment manager, prime broker and administrator reviews.

Before constructing a sound hedge fund portfolio for clients we first work to understand the investor's current financial picture. Determining their investment objectives, risk tolerance, and time horizon are an important first step in creating a hedge fund portfolio that is truly custom tailored. Only then do we begin introducing what we view to be the best funds in their respective investment classification for our client's consideration.

BCM Hedge Fund Advisory Services currently handles a number of custom mandates, ranging from ultra-high net worth individuals to charitable foundations, non-profits and endowments. Sample reports are available upon request.

For more information please email bcminfo@baltercap.com or call 617-742-4226.