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Basics of private funds


Why a fund?

Investing on your own can be daunting. Many investors don’t have the time, resources, or in-depth knowledge of investments to build a diversified portfolio and effectively manage risk. Selecting the right individual securities can be challenging, and if a window of opportunity for your portfolio passes, it’s gone.

Private funds offer an excellent solution. Each fund is managed by a professional advisor who follows the investing method described for the fund. A private fund allows you to take the guesswork out of managing your portfolio and invest in a way that fits your investing plan.

Getting started with a private fund is fairly simple. Contact the Investment Advisor about your interest and see if your investment can be accepted. It’s that easy to get serious about your investment goals.


Advantages of a Private Fund

Access to a unique investment style
There are many types of investment funds available. Private funds can access certain investments that may be difficult to find independently. They may utilize investment styles that vary from generally followed investment methods in an effort to pursue greater returns than the markets or indices may provide. Private funds are usually actively managed for relevant market conditions and have a stated purpose that may be unique. A private fund can bring a different perspective to your investment portfolio that may otherwise not be available.
Professional management
You don't have to be an investing guru to manage your fund. A professional adviser manages the holdings in the fund so you can focus on what you do best.

Sirius's Investment Philosophy
Find out more about the Sirius Fund

Basics of mutual funds

Why a fund?

Investing on your own can be daunting. Many investors don’t have the time, resources, or in-depth knowledge of investments to build a diversified portfolio and effectively manage risk. Selecting the right individual securities can be challenging, and if a window of opportunity for your portfolio passes, it’s gone.

Private funds offer an excellent solution. Each fund is managed by a professional advisor who follows the investing method described for the fund. A private fund allows you to take the guesswork out of managing your portfolio and invest in a way that fits your investing plan.

Getting started with a private fund is fairly simple. Contact the Investment Advisor about your interest and see if your investment can be accepted. It’s that easy to get serious about your investment goals.

Advantages of a Private Fund

Access to a unique investment style
There are many types of investment funds available. Private funds can access certain investments that may be difficult to find independently. They may utilize investment styles that vary from generally followed investment methods in an effort to pursue greater returns than the markets or indices may provide. Private funds are usually actively managed for relevant market conditions and have a stated purpose that may be unique. A private fund can bring a different perspective to your investment portfolio that may otherwise not be available.
Professional management
You don't have to be an investing guru to manage your fund. A professional adviser manages the holdings in the fund so you can focus on what you do best.

Sirius's Investment Philosophy
Find out more about the Sirius Fund