Step 1:  Schedule A Call

Incorporating an event driven fund into any portfolio is a very discerning process. We want this first step to both answer any of your questions and also provide an educational foundation for the event-driven fund process.


Step 2:  Identify Access Points and Investment Needs

Appropriate discovery and open discussion will flesh out any needs or gaps you might have.  We have many ways to address your needs.  Following our discussion we will send you any literature needed to complete your due diligence process.


Step 3:  Custom Assessment by our Portfolio Manager

To deliver the portfolio recommendation, we schedule a call with one of our portfolio managers.  On this call we will show you how we employ strategies and what that may look like in your portfolio.