We are an investment advisor registered with the SEC that specializes in income solutions using closed-end funds

"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 Registered Investment Advisors, family offices, broker-dealers, corporations, foundations, 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 in 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