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Bandon Capital offers investment strategy on WealthADV UMA platform

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Bandon Capital Management has made its flagship investment strategy, Directional Interest Rate Strategy, available to investment advisers through Adhesion’s WealthADV UMA platform.

Bandon Capital Management has made its flagship investment strategy, Directional Interest Rate Strategy, available to investment advisers through Adhesion’s WealthADV UMA platform.
 
The flagship strategy, celebrating its fifth year anniversary at the end of this month, seeks to provide investors with absolute returns, uncorrelated with the equity and fixed income markets by investing in the US treasury market using ETFs or mutual funds. It is available to non-accredited investors.
 
Bandon is focused on delivering the investment characteristics of alternative investing – absolute returns with low correlations – to the mass affluent and small institutional investors while minimizing or eliminating many of the structural negatives including high minimums, high fees, long lock ups and lack of liquidity and transparency.
 
Bill Woodruff, founder and managing principal, says: ‘Every day we hear from advisers sharing the frustration of their clients, whose account balances have been decimated and are not yet reflecting the economic recovery they keep hearing about. Increasingly, advisors are recognising the benefit of allocating a portion of their portfolio to absolute return strategies – just like large institutional and ultra HNW investors – and are knocking on our door. We could not be more pleased with the opportunity to be included on the Adhesion platform which has many benefits including an open custody approach that enables advisors and their clients to access Bandon’s strategies through Schwab Institutional, Fidelity, TD Ameritrade and Pershing.’
 
Michael Stier, president and chief executive of Adhesion, says: ‘We continue to see increasing demand for absolute return oriented, non market correlated strategies from our advisors and their clients, and could not be more pleased to have one of the leaders in this emerging area, join our platform.’
 
WealthADV is a managed investing solution, providing model-based unified managed accounts, overlay and tax-optimized portfolio management, distinctive client reporting and managed back office services.

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