Opportunity Classes

Innovative Strategies that Expand Traditional Boundaries to Managing Wealth

Jack developed the concept of Opportunity Classes, an innovative and comprehensive approach to achieving financial security. Unlike traditional investment strategies that focus exclusively on asset type, Opportunity Classes focus on innovative strategies that expand traditional boundaries and limitations to preserving and enhancing your wealth, while managing risk.

Eight Innovative Opportunities to Enhance Your
Wealth & Manage Risk

  1. Asset Allocation & Location: Asset allocation helps you manage risk and enhance returns by balance fixed income, global equities, hedge funds and nonmarketable alternative assets. Asset location helps you determine the optimal exposures for each investor and investment entity.
  2. Super Regional Allocations: Focusing on super regional allocations permits you to strategically balance your investments amongst the Americas, Europe and Asia as well as developed, emerging and frontier regions.
  3. Manager Structure: In developing your management team, it is important to determine the appropriate balance of active vs. passive management, and customize the number of asset managers to be employed. Further, focusing on manager structure also helps guide decisions about the use of fund-of-funds vs. direct managers for alternative investments.
  4. Manager Selection: Establishing guidelines for manager selection permits you to pinpoint the most appropriate managers for your investment goals and risk profile.
  5. Use of Credit: Credit is often viewed as a liability. However, credit can be used tactically to finance non-investment assets and manage cash flow needs.Credit can also be used strategically to diversify concentrated, low-cost-basis legacy assets.
  6. Currency & Foreign Exchange Management: Developing a thoughtful currency strategy helps you withstand unpredictable economic and geopolitical events. It also allows you to adopt global investment exposures while hedging against unwanted currency risks.
  7. Liquidity Management: Having too much cash on hand can affect your investment returns, while having too little cash constrains your ability to manage your commitments. Liquidity management helps you achieve your investment returns and prevent excessive cash reserves, without worrying whether you can manage your cash commitments.
  8. Spending Policy: What you spend is as important as what you make. Spending policy incorporates operating expenses, taxes, gifts, grants and retirement benefits. A key factor for developing a successful spending policy is balancing your current needs with long-term growth goals and inflation.

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A New Perspective on Credit



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Opportunity Classes help you structure your investment strategy based on risk and opportunity instead of exclusively by security type.

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