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Investing

We strive to provide more individualized investment solutions to address our clients’ distinct investing objectives over the course of a lifetime.

An Investment Approach Based on Independence and Objectivity
At Biltmore, we value our independence as boutique investment advisors. We bring an objectivity to investment management which avoids many of the potential conflicts that exist at larger firms.
Through acting as a fee-based planner and wealth manager, our foremost commitment is to help our clients achieve their financial goals. As fiduciaries, we receive no commission or compensation from outside products, service providers, or managers. This objectivity gives us full flexibility to manage portfolios, manage risk & tax liabilities, select products, and control costs based on our clients’ individual needs and best interests.

While Biltmore Capital oversees many customized risk-based investment models, we realize that one firm can’t specialize in everything, which is why we take an open architecture approach to asset management. Biltmore is free to choose among the lowest cost ETF strategies or brightest managers to address your individual investment needs and goals.

The Keys to Long-Term Financial Success
We view disciplined risk management through intelligent diversification, tax efficiency, and fee efficiency as the keys to long-term financial success.

Each client portfolio and its risk level is reviewed on a regular basis by our investment committee through the lens of emerging trends and opportunities, our outlook for the economy and global markets, downside risk management, and changes in your personal situation. We only make changes when they are in your best interest.

More Opportunity with Alternative Investments
Like the endowments of Princeton, Harvard, and Yale Universities, Biltmore is committed to implementing investment strategies using both traditional and non-traditional asset classes. This approach can provide investors with more effective diversification, alpha generation, and risk mitigation.

In today’s complex and fast-changing investment world, alternative investment strategies are an important way to help mitigate risk and potentially enhance returns. Biltmore deploys a wide range of alternative strategies and, when appropriate, these strategies can take both long and short positions in global markets, including stock and bond markets, commodities, currencies, metals, interest rates, and energy, which have the ability to add returns in ways that traditional markets can’t.

As the window of opportunity for such investments can be brief, due diligence and manager selection is critical. We employ a due diligence process designed to identify alternative investment strategies we believe will complement and enhance our clients’ portfolios.

A Rigorous Due Diligence Process
To help ensure that you receive the best in portfolio design and asset management, Biltmore conducts rigorous due diligence on each manager and product we invest with. This process enables us to identify innovative investment strategies and engage best-in-class asset managers to deliver more value for our clients at the lowest cost available.

Biltmore owes no allegiance to any one firm. If we can’t find investment managers we believe will add value, we will instead use low-cost ETF strategies. Our goal is to find the most cost-effective solutions within each component of our clients’ portfolios.

Once managers are approved for our investment platform, the due diligence process continues, to ensure that those we entrust with our clients’ hard-earned capital continue to outperform their peers.

Tax Management
Over time, we believe that fees and taxes can be massive barriers to growing wealth effectively. Biltmore strives to control both of these areas so as to minimize the impact. The portfolio managers will attempt to, whenever possible, take long-term capital gains instead of short-term gains so that our clients are taxed at a much lower rate.

Proprietary Closed-End Fund Strategy
Biltmore Capital Advisors seeks to generate alpha (return above a certain benchmark) by timing in and out of closed-end funds (CEFs) when appropriate. CEFs tend to trade at market prices that are discounted (less than) the net asset value of the shares. In some cases, a portion of these discounts reflects underpricing due to market inefficiencies. In these rare circumstances, investors may be able to earn superior risk-adjusted returns relative to other investment opportunities. Biltmore Capital Advisors seeks to monitor these discounts relative to where we feel they should be trading, in an attempt to capitalize on these opportunities.

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