Purpose-Built Investment Sleeves.
The Components of SMART Portfolios - all of the ELITE SMART Portfolios begin with the creation of investment sleeves.
We start by building and actively overseeing specialized investment sleeves, each designed to serve a distinct role—from foundational market exposure and income generation to alternative diversification, tactical opportunity, and downside management.
These sleeves become the building blocks of our SMART Portfolios, combined in different proportions based on each client’s objectives, risk tolerance, liquidity needs, and tax considerations.
Advisors can access a SMART Portfolio—or use individual ELITE sleeves to strengthen portfolios they already manage.
Your Portfolio. Enhanced by ELITE.
Our flexible sleeve structure allows advisors to:
Preserve existing managers and investment philosophies
Address specific portfolio gaps or client objectives
Add institutional-quality alternative and risk-management strategies
Create greater differentiation across their practice
Transition assets thoughtfully rather than all at once
Every sleeve receives the same disciplined manager research, active oversight, and Calmar Focused™ emphasis on generating attractive returns while controlling damaging drawdowns.
Equity Sleeves
Income Sleeves
