Saddle River Capital Management offers investment advisors, an innovative – yet proven – mechanism to increase their clients’ returns.

We implement institutional style strategies with index products demands combining the efficiency and transparency of index portfolios with an active indexing approach to portfolio allocation.

Saddle River Capital Management is offering five risk or lifecycle asset allocated ETF portfolios it has developed in 2004. Our portfolios regularly out-perform the market.

And Saddle River Capital Management offers investment advisors the opportunity to offer clients the benefits of SRCM’s expertise transparently.

Advisors can now offer ETFs as part, or all, of clients’ portfolios with the full confidence that these portfolios will be actively managed for their and their clients’ interests. Unlike too many investment houses which promise ETF portfolio management and then manage ETFs on a gross level, Saddle River Capital Management will customize and watch your clients’ portfolios on an individual level, to maximize their return and maximize your customers’ satisfaction.

Here’s what we offer:

Managed ETF Portfolios

• 5 portfolios from aggressive to conservative
• 3 year track record
• 3 year average annualized return from 16.02% to 8.08%
• Market betas from 1.21 to .45

Customized ETF Portfolio Design and Management

• Sector& tactical rotation
• Core/satellite
• Portfolio completion
• International
• Fixed Income
• Tax Mangement

Research

• Fundamental research on the underlying securities in each ETF
• Momentum and tactical research