Separate Accounts

Separately managed  accounts (SMA) are available to select clients with account sizes above $5 million.

 

As a separately managed account client of Rareview Capital, investors have access to either our closed-end fund or rules-based global macro strategies.

Closed-End Funds

Enhance Income & Cash Flow   |   Manage Sector or Interest Rate Risk  |  Protect Purchasing Power  |  Improve Diversification

Closed-end funds have long been valued for the potential to provide attractive income. Through asset allocation, our proprietary valuation methodology, and active cash management and portfolio protection, we create customized solutions to help add regular income potential to your portfolio with closed-end fund strategies.

Global Macro

Fixed Income  |  Currencies  |  Equities  |  Commodities  |
Strategy  |  Economics  |  Policy

We manage a multi-asset class portfolio through an investment process guided by a rules-based discipline with preset criteria – a set of core tenets refined over decades of experience. These principles of prudent risk management are integrated into every facet of our existing strategy.

*There are risks inherent in any investment including the possible loss of principal. There can be no assurance that separate account objectives will be achieved. Closed-end funds are traded on the secondary market through one of the stock exchanges. The Fund’s investment return and principal value will fluctuate so that an investor’s shares may be worth more or less than the original cost. Shares of closed-end funds may trade above (a premium) or below (a discount) the net asset value (NAV) of the fund’s portfolio. There is no assurance that a Fund will achieve its investment objective. Past performance does not guarantee future results.