Schooner
Investment Group
Investment Group
Institutional Investors
Schooner provides sub-advisory and managed account services to institutions at the $25 million minimum account level. SMAs provide institutional investors with all the benefits of the firm’s core advisory and management expertise, and may offer the following additional benefits:
- Increased tax efficiency.
- Customized leveraging capabilities.
- Client tailored dynamic hedging.
- Opportunities in low capacity private investments.
Schooner is currently accepting new SMA clients. Institutional Investors
should contact Chief Investment Officer Greg Levinson for further details.
should contact Chief Investment Officer Greg Levinson for further details.