Investment Solutions

When Sophistication and Simplicity Merge
Our investment solutions offer each client access to our proprietary strategies and products supported by our in-house investment research team. We believe sophisticated real-time investment management systems, trading tools, and formal processes are needed to find and exploit global market dislocation. As a Little House client, you always have our best thinking with the assurance that the appropriate research elements are incorporated into your account(s). Performance outcomes are then compared against your specific benchmark(s) to align risk with reward for the desired outcome you should expect. At Little House we aim to turn sophistication into simplicity to achieve your long-term investment goals.

Investment Strategies and Products – Providing our Wealth Clients with Something Different

As a Little House Capital client, you gain access to a multitude of investment solutions personalized to your specific risks, time horizon, and expected performance outcomes. Our strategies may target global markets or can be modified to target a specific need such as capital preservation with higher income. Either way, our portfolio management and trading platforms ensures you get an “institutional quality” driven investment solution typically not offered by other Advisors.

Our strategies and products line up include:

Asset Allocation Strategies

US Focused

Institutional/Corporate

Smart Active/Passive

Active Fixed Income

Equity Products

Dividend Income+

Core+

Absolute Opportunity+

Evolution+

Cash Management

Short-Term Yield

Short-Term Yield+

At Little House Capital we understand the challenges of an evolving global investment landscape. We offer both active and passive strategies to deliver the range of investment options that today’s investors demand.

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Strategies and Products

Risk Tolerance

Exploring What Make Sense to You

Our Advisors team up with each client to assess risk levels and specific investment goals. Once this is achieved, Little House will develop a detailed investment plan that assigns your account to a specific strategy or product. With nine specific risk categories, Little House Capital can propose an equity, bond, alternative, and cash allocation designed towards your specific needs. Highlighted below are nine different and distinct risk profiles that we offer.

All Stock: (Stocks 96%, Cash 4%)

For clients who seek aggressive growth of principal and can tolerate wide fluctuations in market values, especially over the short-term. This investment objective may invest in both growth and income oriented domestic and international common stocks as well as mutual and exchange traded funds (“funds”).

Most Aggressive: (Stocks 93%, Alternatives 3%, Cash 4%)

For clients who seek aggressive growth of principal and can tolerate wide fluctuations in market values, especially over the short-term. This investment goal may invest in both growth and income oriented domestic and international common stocks as well as mutual and exchange traded funds and is appropriate for clients who are willing to assume the risk of loss and short-term volatility consistent with a portfolio heavily invested in equity investments.

Aggressive Growth: (Stocks 85%, Bonds 8%, Alternatives 3%, Cash 4%)

For clients who seek aggressive growth of principal, can tolerate wide fluctuations in market values, and are willing to assume the risk of loss and short-term volatility consistent with a portfolio heavily invested in equity investments. This investment goal may invest in both growth and income oriented domestic and international common stocks as well as mutual and exchange traded funds.

Growth: (Stocks 75%, Bonds 17%, Alternatives 4%, Cash 4%)

For clients who seek aggressive growth of principal with a secondary emphasis on income, can tolerate wide fluctuations in market values, and are willing to assume the risk of loss and short-term volatility consistent with a portfolio heavily invested in equity investments. This investment goal may invest in both growth and income oriented domestic and international common stocks as well as mutual and exchange traded funds.

Growth w/ Income: (Stocks 56%, Bonds 36%, Alternatives 4%, Cash 4%)

For clients primarily seeking long-term growth of principal with a secondary emphasis on current income. This investment goal may invest in both growth and income oriented domestic and international common stocks as well as mutual and exchange traded funds.

Balanced: (Stocks 46%, Bonds 46%, Alternatives 4%, Cash 4%)

For clients seeking long-term growth of principal and current income proportionately across their investments. This investment goal may invest in both growth and income oriented domestic and international common stocks as well as mutual and exchange traded funds.

Moderate: (Stocks 39%, Bonds 55%, Alternatives 2%, Cash 4%)

For clients primarily seeking current income from their investments and secondary emphasis on long-term growth of principal. This investment goal may invest in both growth and income oriented domestic and international common stocks as well as mutual and exchange traded funds.

Conservative: (Stocks 19%, Bonds 75%, Alternatives 2%, Cash 4%)

For clients primarily seeking current income from their investments with some emphasis on long-term growth of principal. This investment goal may invest in both growth and income oriented domestic and international common stocks as well as mutual and exchange traded funds (“funds”).

Most Conservative: (Bonds 96%, Cash 4%)

For clients looking to generate current income from their investments and preserve capital. This investment goal may invest in individual fixed income securities and mutual and exchange traded funds. No equity investments will be employed in this goal.

Note: The target percentages above may change based on the specific account strategy. Additionally, the investment team makes active allocation calls and may shift weightings given changes in the investment environment.

Monthly Account Reconciliation

We Check our Work so you do not have too.

A distinct advantage of Little House Capital is our ability to overlay your account(s) to a performance and asset class “control budget,” ensuring performance continuity versus your assigned benchmark(s). Every account on our platform is assigned to a specific strategy or product that correlates to a specific domestic and international third-party benchmark.

Using a combination of Bloomberg Portfolio Analytics (PORT) and our proprietary portfolio management models we can review and adjust your account(s) avoiding the last-minute quarter-end trades, asset re-classification, and inconsistent performance surprises often experienced with other Advisors.

Reporting made simple

Access and Transparency at your Fingertips

Each client can view up-to-date summaries of their account(s) in a multitude of formats. We aim to organize nightly custodial feeds into a user-friendly structure that converts raw data into easily understandable account balance and performance information. Clients gain access to their account information via our mobile applications, or an extensive formal reporting package tailored to each client’s specific investment needs.

Learn more about what Little House can do for you

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