RAREVIEW CAPITAL

Innovative Goals-Based Investment Management

Rareview Capital is a registered investment adviser and ETF sponsor.

We build goals-based investment management strategies.

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goal-oriented

Learn More About Goals-Based Investing (“GBI”)

Strategies

Where Can You Access Rareview Capital Strategies?

Whether you are an institution, financial advisor, family office, or direct investor, you can access Rareview Capital Strategies in many ways.

Exchange Traded Fund (ETF)

Rareview Capital is an ETF sponsor. We offer core portfolio solutions that seek to address the seminal investment issues of our time. Rareview ETFs trade intraday on an exchange. Our ETFs are available through broker-dealers, registered investment advisors, and other financial service firms.

Sub-Advisory

Are you interested in accessing one of our strategies? We offer sub-advisory investment management services through a dual contract to third-party SEC and state-registered investment advisers, financial planning firms, broker-dealers, and other financial institutions.

TAMP Strategist

Rareview Capital is a Turnkey Asset Management Platform (TAMP) Strategist. We deliver goal-oriented, professionally constructed, monitored, and managed model portfolios. Please contact us for a list of platforms where our model portfolios are readily available.

Open Account

We care about your goals as much as you do. Interested in us helping you achieve them? We offer client-centric, goals-based investment management services. Add our institutional investment and risk management approach to your wealth management.

Add Our Product

Are you a financial advisor or platform manager looking to add Rareview Capital strategies to your lineup?

Don’t see your preferred platform or custodian? That’s okay, there is likely still a way for you to access us.

Contact Us

Research & Consulting

What Else Do We Do?

We seek to bring a ‘rare view’ to investment challenges. We place value on being able to see across asset classes, discover new opportunities, and spot impending danger. We call this perspective Sight Beyond Sight®. As a boutique firm, we can support your business by providing direct access to our investment professionals and library of tools. Our team has decades of institutional industry expertise, including having worked through many market crises. We welcome speaking about current market conditions, what they may mean for your investments or client portfolios, and what we’ve learned recently.

We don’t consume research; we produce it

  • Gain access to sophisticated investment analytics and institutional research capabilities
  • Weekly delivery of investment commentary, including market review and outlook
  • Provide supporting market information and illustrations for your client communications

Results, not reports

  • Investment management support, including portfolio review and risk analytics
  • We help investors navigate the path of Federal Reserve policy
  • ETF sub-advisory or help setting up a fund

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Recently on the Blog

REGIME SHIFT…TIME TO FIGHT THE FED…ASSET ALLOCATION UPDATE

A key distinction between fixed income and other asset classes is that the yield curve and vast array of available instruments allow you to recreate scenario analysis precisely. We have assembled the following pieces of the fixed income puzzle. The interest rate hiking cycle is no longer a mystery. Therefore,…
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DEMYSTIFYING THE PRICING OF INTEREST RATE CUTS

Many are confused about why the US fixed income market is pricing interest rate cuts in 2023, with inflation at a high level and the unemployment rate at a low level. The following commentary seeks to dispel the misconceptions surrounding why the pricing for these interest rate cuts exists.
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STOCK MARKET CORRECTION FRAMEWORK

We utilize this framework as a guidepost for a stock market correction’s potential depth and length. This is not a prediction or bold call for a bear market. Remaining open-minded about the downside possibilities helps us with risk management and when to transition away from defensive positioning.
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