Capterra

Balance Fund

Traditional Funds

Capterra • Balance Fund

Our balance fund offers a diversified portfolio of steadfast asset classes, diversified in top tier equities, blue chip art and real estate.

Overview
  • Portfolio under management with historically strong asset classes
  • Mixed portfolio strategy, including equity, art, real estate
  • Long-term investment strategy
Investor Qualifications: Invite Only
Annual Fee: 2.5%