Customized Portfolio Solutions

  • Collaborative solutions for clients seeking risk-adjusted alpha, liquidity, and capital preservation
  • 70% of AUM in custom-tailored portfolios*
  • Discretionary and non-discretionary investment support

K2 is keenly focused on finding the appropriate investment solution for each individual client, and very often that means custom tailoring a solution to meet specific and targeted needs. Approximately 70% of all assets under management are maintained in custom portfolios, representing a broad client base comprised of public pension plans and other institutional investors. K2’s commitment over the years to transparency and obtaining holdings-based manager data has facilitated the development of robust systems that possess the quantitative depth and breadth necessary to model and construct specialized portfolios.

*As of July 2014

K2 Advisors, LLC

300 Atlantic Street,
12th Floor
Stamford, CT 06901

K2 Advisors, LLC

280 Park Avenue,
8th Floor
New York, NY 10017

K2 Advisors, LLC

Cannon Place,
78 Cannon Street,
5th Floor
United Kingdom

Franklin Solutions and K2 Advisors

Level 30,
88 Philip Street
Sydney NSW 2000

K2 Advisors Japan Ltd.

Ark Hills Sengokuyama
Mori Tower 40F
1-9-10 Roppongi, Minato-ku,
Tokyo, Japan

K2 Advisors, LLC

17/F Chater House,
8 Connaught Road
Central, Hong Kong