Advocate Capital Management provides innovative portfolio-based risk mitigation solutions

A Multi-Strategy Approach To Effective Market Risk Management

Advocate Capital Management focuses on providing market protection and risk mitigation solutions to help clients effectively manage risk. Advocate’s customized interest rate, currency and tail risk management strategies are designed to mitigate portfolio risk during episodes of market stress. Advocate’s CIO has been managing multi-strategy risk mitigation portfolios since 2012.

What We Do

Advocate Capital Management offers risk mitigation solutions centered around its proprietary multi-strategy portfolio protection technology. Advocate risk mitigation solutions, including interest rate, currency and tail risk management, are implemented in separately-managed account form. Advocate’s portfolio protection solutions may be custom-tailored for specific portfolio risk profiles. A key attribute and requirement of Advocate protective portfolio construction is high liquidity even during episodes of severe market stress. Advocate also offers customized risk mitigation solutions for specific corporate treasury department needs.  

What Sets Us Apart

Advocate has built its multi-strategy portfolio technology on the first-hand experience of its CIO during the Long Term Capital Management (LTCM), Internet Bubble and the Global Financial Crises. Our risk mitigation solutions offer clients customized portfolio protection. Advocate’s portfolio protection solutions employ high liquidity strategies that have demonstrated the ability to maintain liquidity even during the worst of market shocks and crises. Advocate also works closely with clients to ensure that the risk mitigation solution is appropriate to the client’s risk profile and risk mitigation requirements.

Customization

Our focus is in providing the right solution for a client’s specific needs. Customized risk mitigation solutions are designed around a mutual understanding of the client’s risk profile and hedging goals. We quantify and clarify client portfolios’ potential risk exposure using Advocate’s proprietary and intuitive Risk Fingerprint methodology.  Our bespoke solutions are focused solely on Institutional and Accredited Investors.   

Registrations

We are licensed as a Commodity Trading Advisor (CTA). Our firm is registered with:

  • U.S. Commodity Futures Trading Commission (CFTC)
  • National Futures Association (NFA)
  • NMSDC certified Minority Owned Firm