The New Benchmark for Portfolio Management
We're Redefining How Money is Managed
Traditional money management is outdated
In our view, traditional money management has become overly complex and inefficient. Many managers spread investments across a wide array of costly funds, bonds, ETFs, stocks, and intricate instruments such as annuities and insurance products.
This over-diversification may rely on past correlations to predict future behavior—an approach that often falls short.
Recent market conditions have exposed this flaw, as both bonds and stocks declined simultaneously, leaving investors with unexpected losses and highlighting the weaknesses of conventional portfolios.
a simpler, more effective approach
We take a different approach. Our portfolios are built using clear, streamlined strategies with defined risk/reward outcomes. By focusing on fewer, carefully selected investments, we can mathematically analyze and compare options quickly and accurately, ensuring the optimal mix for each client.
We believe this disciplined approach provides greater flexibility, enhanced protection, and more efficient portfolio management, ultimately empowering our clients to navigate the market with confidence.
* There is no guarantee that the downside protection sought by a buffer or floor will be successful. See our disclaimer for more information.
A Strategic Approach to Investment Management
Traditional Approach to Investing
What Makes Us Different
Diversity
Overly diversified portfolios may be built on correlations that might not hold up over time.
Built using market-based indices with the goal of providing unbiased, self-updating diversification at a low cost.
Strategy
Cookie-cutter portfolios that might have loaded up on sectors or stocks that are already popular.
Probability-based analyses based on outcomes, to provide the proper risk-reward for each client without chasing hot stocks or sectors.
Risk
Risk mitigation relies on products that may lock up money for years (even decades), involve credit risk, and often have a complicated, opaque fee structure.
Risk is fine-tuned based on current market conditions using a layer of highly liquid options which aim to generate income, provide accurate probabilities and risk parameters.
Fees
Fee structures that favor the broker or advisor, NOT the client.
Full transparency – as a fiduciary we are paid to manage portfolios, not for selling products.
After graduating from Bryant University with a degree in finance, Eric began his career trading energy, metals and foreign exchange.
A visit to the NYMEX open outcry trading floor in the World Trade Center inspired him to join an options broker on the COMEX metals exchange before transitioning to the NYMEX eA visit to the NYMEX open outcry trading floor in the World Trade Center inspired him to join an options broker on the COMEX metals exchange before transitioning to the NYMEX energy exchange. For the next 25 years, Eric helped banks, energy companies, and individuals manage risk using futures and options contracts.nergy exchange. For the next 25 years, Eric showed banks, energy companies, and individuals how to manage risk using futures and options contracts.
He launched Harborside Capital, LLC, to apply his knowledge to help investors build and preserve their wealth. Eric currently holds Series 3 and 65 licenses.
After graduating from Bryant University with a degree in finance, Eric began his career trading energy, metals and foreign exchange.
A visit to the NYMEX open outcry trading floor in the World Trade Center inspired him to join an options broker on the COMEX metals exchange before transitioning to the NYMEX energy exchange. For the next 25 years, Eric helped banks, energy companies, and individuals manage risk using futures and options contracts.
He launched Harborside Capital, LLC, to apply his knowledge to help investors build and preserve their wealth. Eric currently holds Series 3 and 65 licenses.
Our investment decisions are data-driven, allowing us to manage risk and reward more effectively than traditional diversification, which relies on past correlations that may not hold in the future.
– eric cerrone
Founder & Managing Partner
At a Glance
Discretionary Management
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Years in the Markets
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Product Levels
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Portfolio Strategies
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Talk To Us.
To learn more about our portfolio management or to setup an appointment,
Download Our Brochure
Learn more about our philosophy, and how we help our clients.