Investment strategies and management services for investment advisory firms and institutions
Multiple models for each strategy that cater to specific investment objective, risk tolerance, and target return needs of clients
Detailed performance reporting
Back office support to facilitate transfers and transactions
"I slept and dreamt that life was joy. I awoke and saw that life was service. I acted and behold, service was joy."
Sonnet Information Pieces
Fact sheets on each strategy
Performance reports on each model
Sonnet Advisor Tools
Periodic table of strategies
Interactive blended model calculator
Interactive blended model matrix calculator
Investment presentation materials
Sonnet’s passively-managed, tax-efficient strategic strategies remain fully-invested at all times while maintaining a low weighted-average expense ratio on each model. Advisors can choose domestic, global, or both within the strategic management line-up. These strategies may utilize decades of research and historical asset class performance data in constructing each model or a proprietary quantitative-based value model when determining allocations and weightings.
Sonnet’s actively-managed tactical line-up offers both domestic and global strategies. These strategies also focus on maintaining low weighted-average expense ratios for each model. Advisors maintain flexibility when choosing the defensive capabilities of actively-managed tactical strategies. Each tactical strategy’s ability to “play defense” on the equities portion of the portfolio varies. Equity exposure can be reduced by as much as 50%, 80%, 100%, or even allocated to a net shot/inverse position, depending on the strategy.