Our customized strategy for each client begins with a detailed understanding of goals.
What sets us apart is the use of our proprietary product strategies: Palmetto, Live Oak and Magnolia.
Each strategy is customized to address investment objectives and risk tolerance of individual client families. No two portfolios are exactly the same, but each shares a common investment chassis and long-term goals.
As part of our process, we hold regularly scheduled performance reviews. We measure results against client objectives and market benchmarks.*
Start now with our services and grow your wealth
Disciplined Process
Tidal Creek Capital Performance Optimization
Proprietary Product Strategies
Growth & Income
- Targeted to Outperform S&P Benchmark over the long term.
- Managed with hedge fund characteristics for downside protection.
- Makes use of short positions and options as appropriate.
- Nimble.
Income
- High-yield replacement for money market, CD, or checking.
- Portfolio consists of:
- Bonds
- Select equities with superior balance sheets
- REITs
- Diversified, high-yield bonds
- Current effective yield: 4.2% (September 2019)
- Many clients choose to link to a checking account or debit card for on-demand withdrawals
Small Company Focus
- Generally suitable for smaller account sizes.
- Makes use of a series of broad asset class ETFs.
- Highly-customizable according to client risk profile and goals.
The Value of Covered Calls and Puts
Covered calls:
- Used on existing holdings.
- Enhance return via a “forced dividend”.
- Lower volatility.
The strategy of writing covered calls, when compared to simply buying and holding equity positions, increases returns and lowers portfolio volatility.
Financial Planning Process
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Step 1
Initial Meeting
Discuss current financial framework. Onboard with planning software.
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Step 2
Planning Meeting
Present Tidal Creek Capital recommendations.
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Step 3
Ongoing Support
Track progress. Revisit consistently and adjust as needed.