Absolute Total Return Strategy®
With over a decade's-long history, Absolute Total Return Strategy seeks reliable and growing income as well as long-term capital appreciation with broad exposure to stock market gains. It was first managed at the Blau family office (2003-2011), then at Westport Resources Management (2011-2016) and then again at the Blau family office (2016 to present).
MIP Strategy®
The innovative Municipal Inflation-Hedged* Portfolio (MIP) Strategy seeks income exempt from Federal income tax as well as preservation of principal against inflation. The strategy invests in closed-end municipal bond funds and municipal bonds for tax-exempt income and also uses U.S. Treasury Inflation Protected Securities (TIPS) to hedge* against inflation. This hedge does not protect against credit risk, such as from municipal defaults, nor does it eliminate risk of loss of principal due to fluctuations in the market value of its investments. The MIP Strategy was launched in 2015.
Vol-Ability Hedge Strategy℠
Lower-fee, low-volatility stock portfolio, which seeks broad exposure to the S&P 500 US Stock Market Index, with reduced volatility. Strategy uses covered-call options on indexes to mitigate downside on the most volatile sectors.*
In addition the ATR Advisors team has the experience and technology to quickly develop or replicate a wide range of customized investment strategies. These include the use of low cost ETF investments, stocks, bonds, closed-end funds, REITs and MLPs as well as hedges and other risk-management techniques.
* There is no guarantee a hedge will accomplish its objective, and it could pose additional risk. A hedge usually adds cost, and therefore reduces return compared with a non-hedged portfolio.