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 firm.
• Details

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

• "Planners" and "Advisors" 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.

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.

 

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?

• Structure: Your assets are held in an individual custodial account, titled in your name -- not shares of a fund with a Net Asset Value.
• Transparency: You can see all account activity.
• Liquidity: There is no lock-up period. You can withdraw or deposit funds at any time.

Are there any restrictions on investing in a hedge fund or in an Absolute Return account with Teewinot ?

• Because we are 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.