Granite's Investment Products
Invest Wisely
Granite Capital offers two distinct investment products, “The Cornerstone Strategy” and “The Keystone Strategy”.
The Cornerstone Strategy is a tactical asset allocation strategy designed to be an investment product that you can feel very confident and comfortable investing the bulk of your investment capital. It encompasses many of the safety aspects of a typical mutual fund but is more actively managed like a hedge fund.
The Keystone Strategy is an advanced investment product intended for sophisticated investors who seek greater than expected returns (as compared to more traditional investment vehicles). This strategy is built on top of the Cornerstone (so it contains many the benefits of the Cornerstone) but it also incorporates a sophisticated Options Index Income Strategy designed to produce monthly income from the sale of Index Options.
Continue reading below for more information.
The Cornerstone Strategy
Invest Confidently
The Cornerstone Tactical Asset Allocation Strategy is an actively managed growth and income strategy that employs Tactical Asset Allocation Methods to invest in broad assets classes like stock indies, bond indices and ETFs.
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Unlike a traditional buy & hold portfolio, our strategy seeks to enhance returns, minimize losses and significantly reduce draw-downs by increasing allocations to assets expected to outperform and reducing allocations to assets expected to under-perform (e.g. Allocate more assets to equities during rising markets and bonds/treasuries/cash in declining markets).
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We accomplish this by studying, tracking and then implementing some of the industry’s best known and proven tactical asset allocation strategies (sourced from academic papers, publications, subscriptions and books).
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We re-assess positions weekly and make allocation adjustments at least monthly. This allows us to capture major market trends but dramatically reduce downside market exposure (while ignoring day-to-day noise).
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The goal is to capture/mimic the upside performance of the broader equities market while substantially reducing the downside risk associated with typical buy & hold and/or mutual fund
The Keystone Strategy
Invest to Win
The Keystone Market Neutral Options Strategy is an advanced product intended for sophisticated investors who seek greater than expected returns (as compared to more traditional investment vehicles).
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The Keystone Market Neutral Options Strategy works in unison with our flagship Cornerstone Strategy. This is accomplished by investing the bulk of the capital in the Cornerstone Strategy, then with the use of portfolio margin, we can efficiently leverage that invested capital and trade our advanced SPX Index options trading strategy simultaneously.
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The objective of The Keystone Strategy is to sell out of the money put option spreads and/or combination positions on indexes, such as the S&P 500, and capitalize on the time decay of the value of the options that are sold.
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The strategy leverages the use of portfolio margin to implement income trades that are very resilient against strong down moves in the market, yet still produce a very attractive return on margin.
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Corresponding complementary hedge positions are continuously established and adjusted to mitigate the effects of extreme and violent movements of underlying indexes.
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The Keystone Strategy is very actively managed (continuously monitored and traded during and occasionally after normal market hours). Trading and/or position modeling takes place daily.
RISK WARNING
For Your Information
Trading involves substantial risk and is not for every investor. Risk capital is money that can be lost without jeopardizing ones’ financial security or lifestyle. Only risk capital should be used for trading and only those with sufficient risk capital should consider trading. Past performance is not necessarily indicative of future results.