Our firm’s institutional sales team has significant experience operating as a third-party marketer for a number of unique institutional strategies focused on meeting the following criteria.
|• Non-traditional investments||• Low correlation with traditional asset classes|
|• Unique asset classes and/or strategies||• Best-of-breed in their respective categories|
|• Acceptable risk-adjusted returns||• Can withstand intense due diligence processes|
We have raised over $800 million through working with our institutional, family office and intermediary relationships in order to help assess the various strategies and the potential added value to their respective portfolios.
Due to varying regulatory restrictions and suitability requirements, please contact us so that we may determine which products are best-suited to your investment profile and solution needs.
The Uhlmann Price Institutional Hedging team has significant experience in structuring, trading, and managing customized hedging and investment solutions that reshape the risk/reward profile of various asset classes. The team serves regional banks, wealth management firms, family offices, mutual funds, and hedge funds in a manner that is focused on being unbiased and independent.
In addition, the team has a focus on structuring hedged solutions for institutional investors, entrepreneurs, Founders and CEOs of S&P 500 companies who have concentrated single stock positions in publicly traded companies.
Over the last decade, the team has structured and managed over $11 billion notional in bespoke hedging solutions
Options transactions carry significant risk and are not suitable for all investors. Certain options strategies may also include the use of leverage and may create increased risk for loss of principal or limited capital appreciation. Please read the Options Disclosure Document titled Characteristics and Risks of Standardized Options (https://www.theocc.com/Company-Information/Documents-and-Archives/Options-Disclosure-Document) before considering any option transaction.
For More Information
Jerry McEntee | Institutional Sales | (800) 444-7075 | (312) 264-4403