Portfolio Solutions
Strategy Overview
The Timber Point Portfolio Solutions Strategy seeks superior risk-adjusted returns by allocating capital across a wide variety of global asset classes.
Comprehensive Solution
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Total portfolio solution for all asset classes
- Simple and transparent structure
- Implemented with ETFs, and Mutual Funds, and individual securities
Modular Framework
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Customizable investment framework
- Optimized for various client objectives
- Designed to meet a wide range of investor needs
Risk Management
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Key element in the investment process
- Varying exposures to a wide range of diversified asset classes
- Monitor and Re-Allocation process
4/1/2005
Inception Date
Global
Geographic Focus
GIPS
Compliance
Accessible
via SMA
Strategy Materials
Fact Sheet
Most recent historical returns, key statistics, exposures and holdings related data.
Investor Presentation
Overview of our investment philosophy, process and portfolio characteristics.
Karol Krucinski, CFA is a Director of Portfolio Management at Timber Point Capital Management and Fortis Capital Advisors where he co-manages investment strategy implementation and portfolio construction while leading the firm’s Direct Indexing platform and trading oversight. His client work encompasses developing customized portfolio solutions and analysis of complex investment scenarios including concentrated positions and tax-sensitive transitions. Karol’s experience spans quantitative analysis, portfolio optimization and risk management across diverse asset classes.
Kirsten Stainer has extensive experience managing institutional and private investor relationships while structuring and leading capital formation efforts across both debt and equity strategies. In addition to her experience in real estate, Kirsten has led Series A and B raises at Founders Fund and Battery Ventures backed startups and scaled enterprise revenue streams with teams at JPMorgan Chase and Clearwater Analytics.
Manish Shah, J.D. has decades of experience investing across the capital stack and various alternative investment classes. He has served as a principal and manager of numerous real estate investments, including control equity, preferred equity, mezzanine and senior debt investments. His prior experience includes the turnaround of a publicly traded company (acquired NYSE: EMR) where he was responsible for business and real estate acquisitions and divestitures.