Financial Professionals
Alesco Advisors offers our broadly diversified GLOBAL BALANCED PORTFOLIO to financial professionals at select firms.

Alesco is an SEC-registered investment firm based in Pittsford, New York
(a suburb of Rochester, NY). Independent and employee-owned, Alesco was founded in 2000 and presently has over $1 billion under advisement with institutional and high net worth clients. Our area of expertise, and sole focus, is on managing broadly diversified, all beta portfolios utilizing index-based funds.

The GLOBAL BALANCED PORTFOLIO's objective is to produce long-term capital appreciation through dynamic beta strategies, as well as carefully selected, risk controlled tactical allocation trades. To gain the risk/return benefits of broad diversification, the portfolio will hold between 12-20 index-based ETFs. The portfolio includes exposure to both domestic and international investments, as well as investments from all of the traditional asset classes. Investment decisions are made using both proprietary and third party asset class modeling software, as well as our own relative value analysis. We analyze data on over 30 different asset classes and choose from a product universe of over 800 ETFs issued by multiple companies.

Contact Fritz Minges at fminges@alescoadvisors.com or call 585.586.0970 for more information.