With Principal Protected Notes in particular, the potential for loss can be scaled to match the risk tolerance of each particular investor
Atlanta, GA (PRWEB) July 8, 2009
Tru/Alpha Capital Advisors (TACA), a registered investment advisory company, recently launched as one of few African-American owned wealth and asset management companies in the southeast; and one of even fewer companies that specialize in International and Alternative markets. Tru/Alpha advises institutional and corporate clients, as well as, high-net worth individuals.
Based in Midtown Atlanta, TACA is headed by Harvard-graduate and past Morgan Stanley executive Monty Bruell. Mixing its full-scale advisory expertise and network of reputable partners, TACA's team brings years of experience, credentials and proven performance in the Alternative and International investment marketplace. The company seeks to provide its clients with increased portfolio diversification, lower correlation to traditional asset classes, lower overall portfolio volatility and access to best-in-class institutional money management talent. Tru/Alpha uses proprietary analytic technology and industry leading due diligence to safeguard proper asset allocations, performance evaluation and to troubleshoot market issues impacting overall portfolios.
"Central to our success is our niche focus on specific markets and our 'talent scout' approach to identifying emerging money managers who can be elusive in this industry," said Bruell. "This is critical to avoiding catastrophic losses like we've seen recently with rogue asset managers," added Bruell.
Tru/Alpha On International & Alternative Markets:
Tru/Alpha brings more than 10 years investment advisory experience in international and alternative markets. This market positioning offers more focused insight on strategies such as International Equities, International Fixed-income, Structured Notes, Commodities and Hedge Funds among others. For TACA, the continued development in these areas provides more opportunity per unit of risk than other capital allocation options; and helps to better generate risk-adjusted returns in excess of conventional benchmarks.
"In the current investment climate, Foundations, Endowments and Corporate Treasury Departments need to find prudent ways to boost the yield of their portfolios. When allocated appropriately, Structured Notes, Private Equity, Senior Life Settlements, Commodities and certain other vehicles can raise the Alpha (yield) of a portfolio while decreasing its overall risk profile," said Bruell. "With Principal Protected Notes in particular, the potential for loss can be scaled to match the risk tolerance of each particular investor," he said.
Enhancing Corporate Supply Chains With Underrepresented, Needed Services
The launch of TACA enhances Georgia's financial services landscape and helps reinforce the region's growing financial services muscle. Additionally, as a Certified Minority Business Enterprise in Georgia, TACA creates more opportunities for corporate powerhouses interested in tapping ethnic-minority-owned financial companies -- an underrepresented service area in corporate supplier diversity and strategic sourcing activities.
Tru/Alpha's 5 Golden Rules For Investment Success -- Foundations, Endowments, Charities:
There is no question that we are in the middle of a very tough economic time. From the horror of devastating Ponzi schemes to university endowment losses to corporate 401(k) plans and the collapse of several hedge funds, there has been enough investment pain to go around. Chief Investment Officers (CIOs) of foundations, endowments and charities may sleep better at night, by employing these Five Golden Rules (more on tips at Taylor Communications Group):
1. Due diligence is King
2. Don't take on too much risk
3. Use Alternative investments appropriately
4. Look outside the United States
5. Know when to sell
About Tru/Alpha Capital Advisors:
Tru/Alpha Capital Advisors (TACA) is a leading investment advisory firm that specializes in International and Alternative markets for institutional and corporate clients, as well as, high-net worth individuals and families. Tru/Alpha's niche in the International and Alternative markets offers more focused insight and expertise on strategies such as International Equities, International Fixed-income, Structured Notes, Commodities and Hedge Funds among others. Headquartered in Atlanta, Georgia, TACA is a Certified Minority Business Enterprise headed by Harvard-graduate Monty Bruell. For more information on Tru/Alpha Capital Advisors, go to http://www.trualpha.com.
Monty Bruell Is Available For Region-Specific Investment Advice:
For more information on Tru/Alpha Capital Advisors, go to http://www.trualpha.com.