Often asked, “Why did you name the firm Little House Capital vs. Little House Advisory?”
Capital Management requires extensive portfolio and trading systems to measure and verify our investment actions. This rather complex feedback loop is essential in keeping us well-informed of the global events that impact our clients’ investment holdings. This is Capital Management.
Defining Little House’s investment strategies, products, and risk objectives up-front provides a standardized framework to measure actual performance among our clients’ strategies and stated risk objective. Imagine if your Advisor had to trade hundreds of investment accounts in seconds. What accounts were traded first? Who got what price? Our investment infrastructure augments the Advisor who often formulates the financial plan for our clients while the investment results are integrated into the plan. This is Advisory.
Significant monetary investment and experience is required to engineer a Portfolio Management Accounting Systems (PMAS) and block trading operation to ensure that our research and trading actions are performed equally across the entire complex. Defining Little House’s investment strategies, products, and risk objectives up-front provides a standardized framework across our platform to measure outcomes versus the stated objective.