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Strategic Reserves

What is it?

  • Designed to target “better than bank account” returns. 
  • A capital preservation portfolio focused on avoiding downside.  
  • A non-insured alternative to money market funds or CDs. 

Important Note

  • This strategy is not insured, guaranteed, or comparable to a bank account. 
  • Periods of market turbulence may cause this strategy to experience volatility.
  • Not appropriate for investors seeking long-term capital appreciation.  

Key Statistics



Portfolio Manager

Sloane Ortel

Founder & Chief Investment Officer

Strategic Insights