Ampersand Investment Management

Financial ServicesPennsylvania, United States2-10 Employees

We have been at the forefront of creating fund solutions that allow investors to gain access to diversifying futures-based trading strategies. 

The well-known hypothesis put forth by Harry Markowitz, Modern Portfolio Theory, suggests that investment portfolios should be diversified as much as possible in order to improve their risk-adjusted returns. That said, over the years it has been our experience that most investment portfolios tend to be under-diversified, mainly because “making room” for diversifiers by selling core holdings involves an opportunity cost.

Ampersand Investment Management solves this problem; by “extended diversification,” using bespoke overlays, investors can earn higher risk-adjusted returns while managing risk. As a fringe benefit, this strategy also offers RIAs and mutual funds an opportunity to grow by differentiating themselves from their competitors.

Our bespoke solutions are ideal for RIAs (+$500M), Family Offices, Trust Companies, Mutual Funds, Insurance Companies, TAMPS, Robo-Advisors, Pension Plans, Consultants, and Endowments. 



PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. THERE IS RISK OF LOSS. YOU CAN LOSE MONEY IN A MANAGED FUTURES PROGRAM.

There is no assurance that any fund or strategy will achieve its investment objective.  There are risks involved with investing including the possible loss of principal. Investors should carefully consider the investment objectives, risks, charges and expenses of any fund before investing.  Read any fund prospectus or offering documents carefully before you invest.

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