Innovative Goals-Based Investment Management
Rareview Capital is a registered investment adviser and ETF sponsor.
We build goals-based investment management strategies.
Our Name
We seek to bring a ‘rare view’ to investment challenges. We place value on being able to see across asset classes, discover new opportunities, and spot impending danger. We call this perspective Sight Beyond Sight®.
Our Philosophy
Above all else, we champion goals-based investment management. We believe aligning investment solutions with investors’ goals is the best approach to reaching one’s aspirations. Investing by style box or exposure to a region or asset class does not deliver the real-world outcomes people seek.
Our Dedication
We have worked alongside some of the best minds in the industry, including pioneers of investment products used every day. We have advised some of the world’s most influential investors. Our experiences represent countless hours and dedication to the partnerships that we value. These partnerships have helped us develop a set of investment skills and working knowledge that we are able to pass on to others.
Where do we fit in?
Asset management is grouped into three categories.
Rareview Capital fits into the third – leadership in outcome-oriented products.
Disrupt existing distribution framework
- Direct-to-consumer (i.e., Robo Advisors)
- Online advice (i.e., Financial Engines)
- Turnkey Asset Management Platform (“TAMP”)
Commoditize access to return sources
- Compte on price, scale & breadth
- Vanguard, Blackrock, Dimensional, etc.
Leadership in outcome-oriented products
- Non-traditional strategies
- Customized solutions
- Model-driven investment process
- Produce research, not consume it
- Outsourced Chief Investment Officer (“OCIO”)