alternative investments

for growth and income

Managed Portfolios

Our managed portfolios seek long-term growth and income through innovative alternative asset strategies and fundamental investment research. We actively manage our portfolios based on a proprietary research model that hedges risk in uncertain markets.

LONG-SHORT EQUITY PORTFOLIO

Our Long-Short Equity strategy has a unique and innovative approach as compared to traditional mutual funds. The investment strategy employs both long and short positions as a method of managing risk and maximizing return. The portfolio's net long exposure (market value of long positions minus short positions) is normally between 30% and 80% of invested capital but may vary substantially depending on market opportunities. Please review our Long-Short Portfolio Fact Sheet (PDF) for more information about the portfolio's strategy and risks.

Diversified Alternative Asset Portfolio

The Diversified Alternative Assets portfolio offers broad exposure to both traditional and non-traditional asset classes. Investments may include income securities, foreign currencies, commodities, equities, real estate investment trusts, exchange traded funds, and other investment types. The portfolio seeks growth and income through asset allocation strategies that adjust for rising and declining markets. Investment returns are intended to be less volatile than the returns of a portfolio of all common equities. Please review our Diversified Alternative Assets Fact Sheet (PDF) for more information about the portfolio's strategy and risks.

our clients

Our managed portfolio clients are looking for a tailored investment approach that is beyond the limits of traditional mutual funds.

What is a managed portfolio? Similar to a mutual fund, managed portfolios allow us to buy and sell securities on your behalf. However, unlike a mutual fund, the individual securities are owned directly by you and not by a fund ('pooled asset'). This difference allows for more personalized service based on your unique circumstances and can help minimize your tax liabilities through the selective realization of gains and losses. Through our managed portfolios, we can also customize your investments by choosing to avoid certain stocks or market sectors that aren’t right for you. We can manage various account types through these programs, including:

- Individual and Joint Accounts
- Traditional & Roth IRAs
- SIMPLE & SEP IRAs
- Trusts & Foundations

BERYLSTONE INVESTMENTS (THE “FIRM”) ONLY TRANSACTS BUSINESS IN STATES WHERE IT IS PROPERLY REGISTERED, OR EXCLUDED OR EXEMPTED FROM REGISTRATION REQUIREMENTS. THE FIRM IS CURRENTLY REGISTERED IN THE STATE OF ARIZONA WITH THE SECURITIES DIVISION OF THE ARIZONA CORPORATE COMMISSION. FOLLOW-UP AND INDIVIDUALIZED RESPONSES THAT INVOLVE EITHER THE EFFECTING OR THE ATTEMPTING TO EFFECT TRANSACTIONS IN SECURITIES, OR THE RENDERING OF PERSONALIZED INVESTMENT ADVICE FOR COMPENSATION, AS THE CASE MAY BE, WILL NOT BE MADE ABSENT COMPLIANCE WITH STATE INVESTMENT ADVISER AND INVESTMENT ADVISER REPRESENTATIVE REGISTRATION REQUIREMENTS, OR AN APPLICABLE EXEMPTION OR EXCLUSION. THE FIRM’S CURRENT DISCLOSURE STATEMENT IS SET FORTH ON PART II OF FORM ADV AND IS AVAILABLE ON REQUEST. THE FIRM DOES NOT GUARANTEE INVESTMENT RETURNS AND DOES NOT REPRESENT, WARRANT, OR IMPLY THAT ITS SERVICES OR METHODS OF ANALYSIS CAN OR WILL PREDICT FUTURE RESULTS OR INSULATE CLIENTS FROM LOSS DUE TO MARKET DECLINES.