Alt-Robo Portfolio Manager & Anesthesiologist with U.S. Anesthesia Partners

• PhysicianCapitalPartners.com - a new, low-fee, liquid-alternative robo-advisor - posts a 4.24% return in the first quarter in their Passive7 portfolio.

• PhysicianCapitalPartners.com avoided the January 2016 market correction, which ended up being the worst weekly start to the market in its history.

• Year-to-date returns as of 4.28.2016 were 5.3% net of all operational fees less management fees. Management fees start at 0.8% and scale down to 0.25% - with all non-profit organizations receiving a 50% discounted rate.

There’s a new type of alternative investment available called liquid-alternative robo-advisor (LARA) , and it has the potential to make a big difference for retail investors, family offices, and institutional investors by giving them the edge that they’ve been looking for.

LARAs offer retail investors access to the same types of strategies hedge funds employ, but LARAs have much lower account minimums and offer the additional; benefit of immediate liquidity because investors own their own separately managed account. Hedge funds, on the other hand, are typically less liquid and may have lock down periods preventing investors from accessing their funds within a certain time frame. Sometimes the higher minimums or the accredited investor requirement that hedge funds need limit investor access. However with a LARA, account minimums are low, and there is no accredited investor requirement.

For family offices and institutional investors, hedge funds have fallen out of favor due to underperformance, high fees and cash lockups. LARAs may be an excellent alternative due to their lower fees, total transparency, lower correlations and the potential for improved risk-adjusted returns over many hedge funds.

So how did PhysicianCapitalPartners.com manage to outperform popular hedge funds this past quarter?  We did it largely by controlling risk in three main ways:

1. Targeting volatility at the portfolio level

2. Applying a blended momentum filter over multiple time frames

3. Sizing positions based on Ray Dalio’s concept of risk parity

As a tinkerer, patent holder, and a physician myself, I've found that necessity is a powerful motivator to finding and developing your own solutions for yourself. There wasn’t a comparable product on the market when we started doing this, so we had to invent it ourselves.

My partner, Charles Sizemore, CFA, and I are offering to retail investors, family offices, and institutional investors these very same solutions that we use to manage our own wealth. Given current sluggish global GDP growth, deflation vs inflation concerns, the possibility of increased volatility, and an overall uncertain economic environment susceptible to external factors like Grexit, Brexit, Yuan devaluation, etc, considering an investment with a liquid-alt robo-advisor today would seem to be a timely and prudent decision for both retail.

Dr. Phillip Guerra and Charles Sizemore, CFA