Products:

• Balanced Account | view performance
  • Portfolios are structured to outperform a custom blend of the S&P 500 and the Lehman Aggregate Bond Index (Most clients prefer a 60% S&P/40% Barclays Agg Blend).
  • RVP is extremely tax efficient, concentrating on delivering after-tax total return.
• Absolute Return Account | view performance
  • This strategy is designed to attempt to provide a positive return irrespective of the returns of the broad market indices.
  • This strategy will be managed against a cash benchmark.
  • We employ multiple strategies to accomplish this, including: closed-end fund risk arbitrage, opportunistic trading of closed-end funds, and sector selection investments made via closed-end funds.
  • The account employs market timing strategies using a variety of sentiment indicators and proprietary tools in order to limit risk.
  • RVP takes advantage of over-sold and over-bought situations, when opportunities arise.
    
• Equity Account | view performance
  • This strategy provides less diversification and more concentration than our balanced strategy.
  • We have a multicap, “go anywhere” style, which includes the flexibility to invest in international and emerging markets funds.
  • The portfolio may own fixed income funds when RVP believes that these funds are likely to provide equity like returns.
  • We manage these accounts in a tax efficient manner, limiting short-term capital gains and harvesting losses.
• Fixed Income Account | view performance
  • This strategy focuses on maintaining high credit quality and providing an above market after-tax yield, while preserving capital.
  • Our primary risk management tool is our proprietary fixed income model which measures key variables such as duration and credit quality.
  • We build customized portfolios based on our clients’ target duration.