Little House Capital


Fill the Empty Chairs with Expertise

Sub Advisory Services

Little House Capital creates an alliance with your firm to provide investment management and trading expertise, while allowing you to continue your role stewarding your clients’ relationships. Our investment solutions and products are governed by timely and tactical decision-making that can be easily monitored and reported to your clients. At Little House Capital Sub-Advisory, we understand the challenges of an evolving global investment landscape, both active and passive, and partner with you to deliver a truly institutional quality experience that today’s clients demand.

Investment Strategies and Products

Our Sub-Advisory offering uses our in-house active management products complemented by other global investment products to form risk-adjusted, objective-based investment strategies. At Little House Capital, we utilize our “Next Gen” web-based technology platform to provide you a distinct and separate “institutional quality” investment experience that few firms can offer. Over time our techniques, research, and technological expertise have demonstrated the effectiveness of our strategies – benefitting both you and your client.



Trading Platforms, Performance Reporting, Communication

We work with FolioDynamix to offer a truly end-to-end technology suite allowing for the automation and consistency across strategies, models, and individual investment accounts. Through this powerful technology platform, we can seamlessly “plug into” numerous custodians to ensure that trades are tracked and executed for your clients while leveraging our best ideas and tactical trading decisions. Our performance engine and monitoring tools identify market dislocation, making it possible to tactically adjust during uncertain market environments to enhance our ability to manage overall portfolio risk and opportunities. We believe transparency and client communications are imperative and as such we provide a web-based mechanism to analyze and discuss critical information with your clients.


Reporting and Communication


Little House Capital also provides consulting services to Endowments, Financial Institutions, and other professional organizations. With a background encompassing all aspects of investment management practices and related technologies we undertake, on a selective basis, financial reviews that analyze the optimum investment strategies for clients. We often integrate our portfolio management reporting system, which provides a comprehensive assessment of an optimal pricing model for all related services you are currently receiving.