Portfolio Alignment for the 1%

  • Exact replication of Randolph’s model is an objective of many. Investment banks worldwide have the capability to offer mirror accounts that replicate the model portfolio in its entirety. This is designed to serve the needs of the ultra-high net worth investor.
  • Discerning and qualified ultra-high net worth fundamental investors may wish to explore an alignment of their own portfolios with that of his core large cap model. Exceptionally well-qualified persons are welcome to reach out and potentially obtain a referral for SMA mirror accounts in their relevant jurisdiction. SMA account opportunities are offered by 4 investment banks with offices in the Americas, Asia, Europe and the Middle East
  • Alignment is restricted to no more than 49 persons worldwide.