Investment Solutions
Outcome-focused
Solutions tailored to your policy, constraints, and mission
At Assets Glocalization Unicorn, we build investment solutions around your objectives—whether you are a private investor,
a plan sponsor, or an institution. We pair macro awareness with deep research to deliver diversified,
risk-aware portfolios, implemented with cost and tax discipline and supported by proactive service.
Global diversification
Policy-driven risk
Tax & cost aware
Who we serve
Private investors, institutions, and retirement plan sponsors
We design solutions that map clearly from your investment policy to your portfolio—so decisions are consistent,
transparent, and aligned to your mandate.
Private Investors
Goal-based allocations, tax-aware implementation, holistic planning.
Institutions
Policy guidance, strategic allocation, manager oversight & reporting.
401(k) Sponsors
Menu design, QDIA framework, vendor coordination, fiduciary support.
Portfolio Management
Diversification, rebalancing discipline, risk & tax lenses.
Architecture
From investment policy to portfolio outcomes
A resilient framework that connects strategy, vehicles, trading, and oversight.
Policy
Define goals, constraints, risk budget, liquidity needs, and reporting cadence.
Allocation
Strategic mix across equities, fixed income, and diversifiers with select tilts.
Implementation
Efficient vehicles, staged deployment, tax-aware trading and lot selection.
Oversight
Threshold rebalancing, risk checks, performance & attribution reporting.
Vehicles
Efficient exposures aligned to objectives
Blending low-cost index exposures with selective active where we see durable advantages.
| Vehicle / Mandate | Typical Use Case |
|---|---|
| Broad Index ETFs / Funds | Core market beta with high liquidity and low costs for strategic sleeves. |
| Factor / Thematic Exposures | Targeted tilts to style, quality, or macro themes within risk budget. |
| Active Managers | Selective where research supports persistent edge and diversification benefits. |
| Short-Duration / Cash Vehicles | Liquidity sleeves, cash buffers for distributions, and sequence-risk mitigation. |
Governance
Transparent oversight, clear accountability
We align to your reporting cadence and metrics—tying performance and activity back to policy and goals.
Our independent structure keeps decisions focused on client outcomes.
IPS alignment & risk budget tracking- Threshold-based rebalancing & variance reviews
- Performance, attribution, and costs made visible
Snapshots
Illustrative solution mixes
Every client’s mix is bespoke—these snapshots show how objectives translate into structure.
Capital Growth
Global equity core, factor tilts, and risk anchors sized to drawdown tolerance.
1
Global Equities
2
Stabilizers / Bonds
3
Cash / Liquidity
Income Focus
Cash-flow aligned bond ladders, equity income, and dynamic withdrawal buffers.
1
Quality Fixed Income
2
Equity Income Sleeve
3
Cash / Guardrails
Capital Preservation
Short duration anchors, limited equity exposure, and strict rebalance bands.
1
Short Duration Sleeve
2
Selective Equity
3
Opportunistic Rebalances
Questions
Investment Solutions FAQs
Yes. We translate your IPS into allocation, rebalancing, reporting, and risk controls—then manage to those rules.
Absolutely. We advise on menu construction, QDIA frameworks, and vendor coordination. See Business 401(k) Services.
Asset location, lot selection, and purposeful harvesting—combined with efficient vehicles and clear cost reporting.
Yes. We collaborate with your CPA, attorneys, and consultants to keep your plan integrated and current.
Let’s align your solution to your mission
Discover why clients choose Assets Glocalization Unicorn for disciplined strategy, transparent reporting, and attentive service.