A key focus of NBW Capital is delivering investment portfolios that outperform their benchmarks. We offer a variety of strategies that can be combined to meet our clients’ individual risk tolerances. In addition to products designed to beat the overall market, as measured by the S&P 500 Index, the firm also has a long history of delivering alpha versus the Alerian Total Return Index. When appropriate, we utilize our in-house bond expertise to offer balanced portfolios.
Investing across the market capitalization spectrum, the primary objective is to create a diversified portfolio that achieves total returns that are superior to the broad market indices over a market cycle. The portfolios are invested in equity securities and may include ETFs and ETNs.
Investing in companies focused on the U.S. energy midstream industry, the primary objective is to create a portfolio that achieves total returns that are superior to the Alerian Total Return Index. The portfolios are invested in Master Limited Partnerships (MLPs) as well as C-corps focused on energy infrastructure.
Using a blend of our Core Equity and MLP strategy, the primary objective is to achieve total returns that are superior to the broad market indices as well as higher dividend yields. The portfolios are invested in equity securities, MLPs and may include ETFs and ETNs.
The primary objective is to create a conservative, diversified portfolio that achieves total volatility that is below the broad market indices. The portfolios may be invested in equity securities, bonds, MLPs and may include ETFs and ETNs.
