CARL is opening hedge fund investing to all accredited investors, bringing the same benefits institutions and the uber-wealthy have had for years.
Asset Class Return•30d
In Robo Advisor•30d
CARL is opening hedge fund investing to all accredited investors, bringing the same benefits institutions and the uber-wealthy have had for years. With CARL on your side you too can truly diversify your portfolio, keep more money working in all market conditions, and ensure your portfolio has quality down-market protections. This can help grow your overall portfolio more than the standard investment mix.
Things to Know
You make money on
Value + Dividends
Term of investment
15% - 25%
Used by the uber-wealthy for years to truly diversify
Built-in risk controls intended to reduce down-market exposure
Find funds that offer double digit growth and still have protection from drastic downturns
See inside MoneyMade’s 6-figure multi-asset portfolio
How you make money
CARL brings you: Low minimums, monthly liquidity and real-time data. With low minimums you can create your custom fund of funds portfolio that uniquely solves challenges within your portfolio. Use real-time data to track your portfolio and make the adjustments you want before you need them. You can access your funds any time with monthly liquidity options. All this and you can choose investments focused solely on high growth, tail-hedging strategies, diversity into markets with professional managers on your side, or a fully diversified portfolio with a mix of all of these options.
How CARL Inc. makes money
CARL creates the hedge fund marketplace, where funds and investors can get access and so much more. For this they charge a 2% annual management fee, charged in part each month. Their funds generally charge a 20% performance fee that primarily goes to the strategy management (as long as the fund performs over 5% otherwise no performance fee is charged. CARL may receive a small portion of the performance fee while most of it goes to the fund management. This is why CARL focuses on high performing funds, 15+%. These are standard hedge fund fees, they haven't had to increase, and historically they make sense as long as funds perform.
Is it safe?
You can be assured the investments CARL offers have completed institutional grade due diligence in partnership with Aon. They make sure they would invest in each fund they offer, which means the investment and operational risks meet reasonable standards. Essentially they work to find funds with strong risk controls and strong overall performance. These investments can increase or decrease in value, and historical performance is not necessarily a indicator of future performance. All funds do have intended risk controls, for example must-sell minimums, to control their down-side risk, while whether to stay or exit a fund is always at your discretion.
How You’re Taxed
As with any stock realized stock gains, investors are subject to capital gains tax. If gains are realized within one year, you are taxed at your income tax rate. If gains are realized after one year, you are subject to a long-term capital gains tax of 0% to 20%. A common service that some robo-advisors offer through their systems is automatic tax-loss harvesting. Tax-loss harvesting is a deliberate strategy whereby any loss from the sale of a security in a taxable account is used to offset a capital gain or taxable income, thereby reducing the tax paid.
Excellent experience, and the only way I know to get the power of hedge funds in my personal portfolio! The volatility of the market is tough for me, here I'm getting that performance with less downturns. Looking forward to their IRA product, I'm told it's coming this year.
Great platform with high return of investments. Highly Recommended !
159 days ago
347 days ago