Core Alternative Capital provides institutional-minded investment management for individual accounts and exchange-traded funds. Core Alternative Capital invests primarily in U.S. equities, exchange-traded funds, and options to pursue capital appreciation and capital preservation with low correlation to the broader stock market. The firm focuses on high-quality companies that offer current dividends and potential for long-term growth. To help manage risk and reduce volatility, Core Alternative Capital utilizes options strategies, such as selling index call options for steady cash flow and purchasing index put options for downside protection. Individual accounts are managed according to the strategy selected by the client, and Core Alternative Capital can accommodate certain account-specific restrictions upon request.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Fees are negotiated on a case-by-case basis and may vary depending on account characteristics. Exchange-traded fund fees are governed by the advisory agreement with the fund trust.