Products Overview

361° Capital has engineered two investment solutions - the EFI Model Portfolios and the ETF Model Portfolios - both with the objective of protecting and growing clients' assets in up and down markets.

The EFI Model Portfolios are constructed using our proprietary 361° Funds. The ETF Model Portfolios are constructed using exchange traded funds (ETFs). At the core of each model portfolio is our strategic asset allocation process, which aligns with the level of risk our clients want to assume. With each series of model portfolios, we offer four options: Conservative, Moderate, Growth, and Aggressive Growth. Each Model Portfolio is guided by our strong belief that it's essential to use a variety of investment strategies to protect and grow client assets, particularly in volatile markets. This investment thesis was the driving force behind the founding of our firm in 2001. In today's environment, we know that investing in long-only strategies is too restrictive and that our clients need to be truly diversified.

With a nimble and agile approach, we proactively reallocate our clients' portfolios based on our market outlook. At 361° Capital, we have the freedom to use every type of asset category, and our independence helps us avoid outdated strategies that don't work in volatile markets.

361° Capital Products