We believe that investment-related goals consist of four stages. For each stage, there is a primary objective and key risk. Our strategies seek to balance both.
Stage 1: Grow
We offer goal-based investment strategies. Each strategy is constructed using lower-cost, tax-efficient, liquid, and transparent exchange-traded funds.
Stage 2: Preserve
We seek to limit downside risk through an active overlay strategy when warranted by market conditions.
Stage 3: Spend
We offer portfolios that seek a defined income distribution goal between 3% and 7%.
Stage 4: Transfer
We offer portfolios that seek tax advantages for investors transferring their assets to the next generation.
Closed-end Funds
We offer investment strategies that seek to generate a high level of current income by investing in closed-end funds.
Global Macro
We invest client assets in a Global Macro strategy to help lower volatility and operate independently of market direction.
Rareview Systematic Equity ETF
The Rareview Systematic Equity ETF (RSEE) seeks returns that exceed global developed and emerging market equities.
Rareview Total Return Bond ETF
The Rareview Total Return Bond ETF (RTRE) seeks to provide a total return through the combination of current income and capital appreciation.
Rareview Dynamic Fixed Income ETF
The Rareview Dynamic Fixed Income ETF (RDFI) seeks total return with an emphasis on providing current income.
Rareview Tax Advantaged Income ETF
The Rareview Tax Advantaged Income ETF (RTAI) seeks total return with an emphasis on providing current income, a substantial portion of which will be exempt from federal income taxes.
Rareview Capital is a Turnkey Asset Management Platform (TAMP) Strategist. We deliver goal-oriented, professionally constructed, monitored, and managed model portfolios.
Interested in accessing one of our strategies? We offer sub-advisory investment management services through a dual contract to third-party SEC and state-registered investment advisers, financial planning firms, broker-dealers, and other financial institutions.
We offer client-centric, goals-based investment management services. Add our institutional investment and risk management approach to your wealth management.
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®.
Learn about Rareview Capital and its leadership, including our name, philosophy, and dedication. Find out where we fit into asset management and why our goals-based approach to investing is different.
Our Firm
Rareview Capital is a registered investment adviser and ETF sponsor. We build goals-based investment management strategies.
Goals Based Investing
We invest your money with the objective of attaining specific life goals. We set up a robust framework in a language that can be easily understood by clients.
Leadership
Our leaders bring decades of institutional industry expertise in driving our investment process and operations.