We are an investment advisor registered with the SEC that specializes in income solutions and global macro investing

"Compound interest is the eighth wonder of the world. He who understands it, earns it... he who doesn't... pays it."

— Albert Einstein

We care about income as much as you do.

  • We invest client assets in closed-end funds (CEF) across asset classes using our proprietary investment process.
  • We work with institutions, family offices, corporations, charities and affluent individuals to help enhance income and cash flow, manage sector or interest rate risk, protect purchasing power, and improve diversification.
  • Our CEF strategies can be accessed two ways:                                                                                                                                                                                                                Mutual Fund   Separate Account

Freedom to invest in a wide variety of securities.

  • We invest client assets in a Global Macro strategy using a rules-based discipline that governs all aspects of our investment process.
  • We work with institutions, family offices, corporations, charities and affluent individuals to help lower volatility and operate independently of market direction.
  • Our rules-based Global Macro strategy can be accessed one way:                                                                                                                                                                                  Separate Account

"Reading the tea leaves of Global Macro is an art developed over time, not something purchased in an online tutorial."

— A Sage Global Macro Investor