Our mission is to introduce investors to well-managed strategies that are additive to their portfolios, whether that means through outperformance, non-correlation, downside protection, stress risk mitigation, yield enhancement, short-term volatility reduction, or long-term appreciation.
Based on our experience of vetting thousands of managers, our due diligence process selects managers possessing the highest qualities amongst their peers. Although the decision on investing with a manager is entirely our clients, we are proud to have managers make it through our selection process before we represent them.
The defining characteristics that we focus on during our research, diligence and selection are:
Securities offered in the United States are through Seedchange Execution Services Inc. (member FINRA/SIPC). All members of the Middlemark team are registered representatives with Seedchange.