Absolute Return Strategy

Portfolio Manager

F.A.Q.

Contact Information

General

What is a Registered Investment Adviser?

• A regulated source of investment advice separate from any brokerage house.

How do I open an account with Teewinot?

• Client and Teewinot sign an Investment Advisory Agreement, which assigns us the discretion to manage their account.
• Client opens a custodial account -- in their own name -- at our preferred firm,
  Interactive Brokers, LLC.
• Clients may fund their account by transferring assets from an existing investment account, a bank, or any other source.
• Once funded, Client's new account begins to participate in new trades & investments that we make for all Clients.

What's the difference between Financial Planners, Investment Advisors and Asset Managers?

• "Planners" and "Advisors" typically provide clients with holistic asset allocation advice -- then outsource the actual investment decision making to external professionals like mutual funds.
• Asset Managers like Teewinot are more market-focused, usually managing just a portion of an any individual client's total portfolio. They can also manage mutual funds and private hedge funds.

 

Absolute Return Strategy

How is an Absolute Return Account like a Hedge Fund?

• We use strategies intended not to be highly correlated with traditional stock and bond market investments.
• Our fees are performance-based, incenting us to produce solid returns for our clients.

How is the Absolute Return Account
different than a Hedge Fund?

• You own the actual account -- titled in your name -- not just shares of a fund or partnership.
• Transparency: You can see all account activity.
• No lockup period -- you can withdraw or deposit funds at any time.

Are there any restrictions on investing in a hedge fund or in a ManyPeaks Account?

• Because Teewinot is compensated by performance fees (a percentage of profits), our clients are legally required to meet Accredited Investor qualifications.

What is an Accredited Investor?

• For individuals, the United States government defines this as $1 million net worth or $200k in income. Figures are higher for corporations and trusts. Click here for specific details from the SEC.