BTR Wealth Preservation Fund
Lead Portfolio Manager: Brian Trenholm, CFA
The BTR Wealth Preservation Fund is optimized to generate absolute returns over the long term of two-plus years.
Client Suitability
Moderate Growth
The fund aims to generate absolute returns over the long term of two-plus years, targeting between 10% – 15% annual return with the goal of preserving an investor’s initial capital investment.
Access to Commodities & Hard Assets
The fund provides access to the Salida Investment Teams’ expertise in commodities and hard assets but at a lower risk/reward objective.
Decreased Volatility
The fund aims to have a level of standard deviation lower than the S&P 500. This strategy is the most conservative of Salida’s funds and is targeted at investors who are willing to sacrifice some performance to achieve decreased risk.
The BTR Wealth Preservation Fund is optimized to generate absolute returns over the long term of two-plus years.
Client Suitability
Moderate Growth
The fund aims to generate absolute returns over the long term of two-plus years, targeting between 10% – 15% annual return with the goal of preserving an investor’s initial capital investment.
Access to Commodities & Hard Assets
The fund provides access to the Salida Investment Teams’ expertise in commodities and hard assets but at a lower risk/reward objective.
Decreased Volatility
The fund aims to have a level of standard deviation lower than the S&P 500. This strategy is the most conservative of Salida’s funds and is targeted at investors who are willing to sacrifice some performance to achieve decreased risk.