For Financial Advisors
One Strategy, Every Client Account
Distribute a systematic long/short equity strategy, Noax Systematic L/S Equity, directly into the accounts you manage, calibrated per client, with reporting built for you.
HOW IT WORKS FOR YOU
You keep the client relationship; the strategy plugs into each account you manage. Every account gets its own calibration: target leverage chosen with the client, subject to their suitability assessment.
SPECIFIC AGREEMENTS
Distribution terms built for advisors, agreed directly with us. A 1% management fee and a 15% performance fee above a high water mark at the strategy level, with the exact schedule in your agreement.
REPORTING, BUILT IN
Weekly reporting per account, execution checks on every rebalance, and read-only monitoring: we can never execute or move money in a client's account.
Advisory services provided through Sapphire Capital EAFI (CNMV 220). Outside Europe, ask us what is possible for your jurisdiction.
Interested for your clients?
A 30-minute call covering the strategy, the agreement and the setup.