Investment Management

Maximize Your Opportunities With Balance in Mind.

Our Approach to Investing

Philosophy

SteelPeak Wealth's investment philosphy is guided by four pillars to create diversified, risk-aware portfolios designed to grow, preserve, and optimize wealth across market cycles.

1.

Traditional Investments

We focus on traditional investments such as stocks and bonds as the fundamental basis for our models. This is the core foundation of every portfolio.

2.

Alternative Investments

Investment strategy to include non-correlated assets to complement traditional asset classes and provide greater diversification.

3.

Tactical & Strategic Methodology

Asset allocation based on leading economic indicators and market conditions, while maintaining alignment with long-term objectives to proactively capture opportunities, manage risk, and rebalance to keep portfolios optimized through changing market cycles.

4.

Options Strategies

A distinctive investment strategy that employs covered call and put option techniques to enhance portfolio cash flow, while incorporating disciplined risk-management methodologies to help preserve capital and improve overall return efficiency.

You wouldn’t walk a tightrope without a safety net or cross the street blindfolded – at least we sure hope so.
In much the same way, investments can be difficult to navigate without understanding all the variables, trends, and fluctuations. We’ve mastered the art of pinpointing investment opportunities perfect for your portfolio while retaining that fine balance between risk and safety.
Your investment management experts will keep their finger on the pulse of the market to help your portfolio grow.
**This is a sample portfolio for illustrative purposes only. Actual investments will vary based on individual goals and circumstances.

A robust offering of investment solutions

The Investment Platform

The Investment Committee at SteelPeak includes our founding partners and senior investment professionals and oversees the entire Investment Platform.

The Platform consists of Elite Strategies, Exclusive Strategies, and Alternative Strategies and Solutions - ensuring each portfolio aligns with client objectives, risk tolerance, and market conditions.

Through disciplined research and active oversight, the Committee integrates traditional and alternative investments to deliver customized and diversified solutions for clients across all wealth tiers.

Elite Strategies

Discretionary model portfolios actively managed by the Investment Committee. Five investment styles designed with various objectives and time horizons. Asset classes will include individual stocks, bonds,and exchange-traded funds (ETFs).

Exclusive Strategies

Discretionary custom portfolios created by the Wealth Advisor. Designed for high-net-worth clients with special situations such as concentrated positions, low cost-basis investments, and more.

Separately Managed Accounts

A bespoke portfolio where the investor maintains direct ownership of the underlying securities, allowing for customization, tax efficiency, and transparency.

Alternative Strategies

Due Diligence of private investments by the Investment Committee. Advised and recommended by the Wealth Advisor. Examples include Private Real Estate, Private Equity, and Hedge Funds.

Alternative Solutions

Alternative investments designed and managed by SteelPeak. These strategies are intended to be less correlated to traditional stock and bond portfolios. Offerings include Long-Short Equity, Capital Opportunity Fund, and the sports-themed Goal-Line Growth Fund.

Elite Strategies

SteelPeak Elite Strategies is a discretionary service using model portfolios managed by the IPM. The IPM may use stocks, bonds, exchange traded funds, or options to manage each portfolio with set parameters, as defined in the Investment Policy Statements.

Equity

Diversified portfolios using individual stocks with a focus on growth and value.

Asset Allocation

Muli-asset class portfolios with exposure to equity and fixed income using exchange traded funds. Asset allocation ranges between 0-100% exposure. Includes alternative investments when applicable.

Dynamic

Diversified portfolios using individual stocks. Covered call options used to hedge and increase cash flow.

Income

Diversified portfolios with exposure to US, International, and Emerging Market fixed income using exchange traded funds.

Enhanced

Diversified portfolios using cash and individual stocks. Cash secured put options used to generate cash flow and create an entry point to purchase stocks. If put into the stock, covered call options are used to generate cash flow and create an exit strategy.

Exclusive Strategies

Discretionary custom model portfolios created by the Wealth Advisor. Designed for high-net-worth clients with special situations such as concentrated positions, low cost basis investments, and more.

Cash Flow

  • Covered Calls

  • Enhanced S&P 500 overlay

  • Monetization

  • Iron condor

Protection

  • Zero cost collar

  • Put spread collar

  • Hedge with put

  • Box spread snthetic loan

Diversification

  • Synthetic long

  • Synthetic long with covered calls

  • Stock replacement

Upside + Total Return

  • 1-by-2 call spread

  • Diagonal call spread

  • Index collar

Separately Managed Accounts

Designed to provide consistent, risk-managed returns packaged in a bespoke, institutionally managed portfolio where the investor maintains direct ownership of the underlying securities, allowing for customization, tax efficiency, and transparency.

1. Direct Ownership

  • You own the individual securities in your account, not shares of a pooled fund. This provides full transparency and control at the holding level.

2. Customization

  • The portfolio can be tailored to your specific objectives, risk profile, income needs, tax situation, and restrictions, rather than following a one-size-fits-all mandate.

3. Tax Efficiency

  • Because trades occur in your account, SMAs allow for tax-aware strategies such as tax-loss harvesting, gain management, and coordination with your broader financial plan.

4. Professional Management

  • The strategy is implemented and monitored by experienced portfolio managers using disciplined, institutional grade processes.

Alternative Strategies and Solutions

Investments across a wide range of alternative investments that provide diversification beyond traditional stocks and bonds, helping to enhance returns, reduce volatility, and create opportunities uncorrelated with public markets - especially valuable during periods of inflation, rising rates, or equity market stress.

Alternative Strategies

Third-party investment strategies selected by SteelPeak's investment team to include in client portfolios as applicable. Notable third party providers include:

  • Blackstone

  • Goldman Sachs

  • Carlyle

Alternative Solutions

Alternative investment funds designed and constructed by SteelPeak's investment team. Funds include:

  • Goal Line Growth Fund: sports themed investments across all areas of sports

  • Long Short Fund

Alternative Solutions

In addition to the wide range of alternative investments available to clients, these are designed and managed by SteelPeak.

Goal-Line Growth Fund
Amplify your financial gains by investing in exciting opportunities across sports franchises, real estate, tech innovations and related themes, tailored to your interests.
Long-Short Equity Fund
Generate superior long-term risk adjusted returns by employing a Long-Short Equity Strategy that capitalizes on both rising and falling stock prices
Capital Opportunity Fund
Invest in innovative, rapidly growing firms with large market potential and strong management, all under SteelPeak’s management and guidance.

Get to know our investment team

Our tax professionals bring sharp minds, proactive thinking, and a deep understanding of the ever-changing tax landscape.

They aren’t here just to file – they’re here to plan, uncover opportunities, and make sure your wealth works smarter.
Meet the Investment Committee >
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