Relaunched 361° Capital Offers Innovative ETF Portfolios to Serve Financial Advisors and Institutions

DENVER--(BUSINESS WIRE)-- 361° Capital, formerly known as Trailridge Capital, recently changed its name but is staying true to its long-held investment philosophy. For more than 10 years, the firm has focused on creating and preserving client wealth through innovative risk-controlled ETF-based portfolios and proprietary funds of funds that utilize long and short positions. A Denver-based SEC-registered investment advisor, 361° Capital manages assets for financial advisory firms, high-net-worth investors, family offices, foundations, and institutions. The firm’s website is www.361capital.com.

“The last two years should serve as a wake-up call for investors and the advisors who serve them,” said 361° Capital CEO Tom Florence. “The investment strategies that worked successfully during the last few decades – especially practices such as ‘buy and hold’ and investing in long-only products – aren’t appropriate for today’s volatile markets, and we don’t believe these strategies are going to consistently work again for a long time.”

Florence and 361° co-founder, Brian Cunningham, CFA, have focused 361° Capital on protecting and growing client assets through traditional and alternative investments and a strong risk management process. Their approach is unique in that they diversify client portfolios using asset allocation models that provide exposure to U.S. and international stocks and bonds, in addition to asset classes such as gold, commodities, and real estate. The models use proprietary funds of funds and ETFs in long and short positions as the vehicles to seek this exposure.

“A prolonged secular bear market requires all of us to rethink ‘normal’ rates of return and the steps we need to take to achieve the best possible returns,” said Cunningham. “We don’t believe it’s realistic to expect 8% annual returns given the current macro-environment, which is why we create defensive portfolios that are designed to perform well on the upside and protect capital on the downside.”

With proprietary analysis and risk management expertise, the firm believes it is well-positioned to proactively allocate client portfolios in response to rapidly changing market conditions.

Florence believes that the popularity of ETFs is a good news/bad news story for investors. “Used correctly, ETFs offer liquidity, transparency and are cost effective,” said Florence. “However, those who purchase increasingly complex ETF products should heed the advice: ‘buyer beware.’ Investors need to be able to properly analyze, trade and construct ETF portfolios to be successful and not get burned.”

Florence, who joined 361° Capital in August 2009, has more than 25 years of experience in the financial services industry, with expertise in investment management, sales and marketing, operations, and business management at firms such as Morningstar, Fidelity, Merrill Lynch and Dividend Capital. He has a bachelor’s degree in economics from The Pennsylvania State University and is a graduate of Northwestern University’s Kellogg Management Institute.

Cunningham, the firm’s chief investment officer, is responsible for macroeconomic research and portfolio construction. He has more than 25 years of experience in the investment management profession, including traditional mutual funds and hedge funds. In 1999, Cunningham was named one of the financial services industry’s “Best and Brightest” by the Society of Senior Consultants. He has a bachelor’s degree in business administration from Colorado State University.

About 361° Capital

361° Capital is a Denver-based SEC-registered investment advisor that is dedicated to protecting capital in down markets and generating attractive returns in up markets through portfolios comprised of exchange-traded funds and proprietary fund of funds managed by some of the premier talent in the industry. As of June 30, 2010, the firm had $225 million in assets under management. Learn more at www.361capital.com.

CONTACT:

361° Capital
Tom Florence, 720-346-0086, ext. 310
tom@361capital.com
or
Artemis Communications
Jane Ingalls, 303-370-7075
jane@artemiscollaborative.com

KEYWORDS:   United States  North America  Colorado

INDUSTRY KEYWORDS:   Professional Services  Accounting  Banking  Consulting  Finance

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