In 2012, the partners at Capstone collaborated to construct a business model for alternative asset managers and advisors to access a suite of specialized products and services in the Senior Life Settlement market. The objective was to create a financial advisor-focused infrastructure to consistently deliver reliable service and supply chain management for a promising new alternative asset class. A decade later, Capstone has grown the team to include experienced professionals with varied talents and core competencies from many different business sectors including insurance, finance, engineering, and technology. It is this unique mix of skills and a unified vision that stands behind the Capstone Alternative Strategies brand.
The experience gained supporting the life settlement alternative investment space has evolved to become the foundation of the Soteria Capital Absolute Return Portfolio Series. Soteria has similar characteristics to a hedge fund but it’s not a fund at all.
Investors enjoy the private equity aspects of life settlement investing in our exclusive Direct-Pay Hedge Model. We take the fund manager and their hefty fees out of the equation and share the risk alongside the investor.
The launch of the Soteria Capital Absolute Return Portfolio Series in collaboration with Capstone Alternative Strategies is our collective market intelligence synthesized in a unique way for investors to harvest the high yielding capability of this differentiated, highly non-correlated asset class with a team invested in risk management.
The Soteria Direct-Pay Hedge Model is different from confusing open-end fund structures with opaque mark-to-model valuations and high annual management fees. we believe investors deserve to make all the money. Soteria Capital is a carried interest, hedge fund style platform. We profit when you do.
The Soteria Capital Absolute Return Portfolio Series is only available through Registered Investment Advisors and broker/dealers under-selling agreement. Soteria will not take any direct engagement with individual investors.
To learn more about the Soteria Capital Absolute Return Series, visit soteriacapital.com to schedule a call.
Soteria Capital is an Exempt Reporting Advisor (“ERA”). This publication is available for information purposes only and does not constitute an offer for sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle managed directly or indirectly by Soteria Capital. Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.
Prospective investors should review any correlating offering memorandum carefully, which includes important disclosures and risk factors associated with such an investment. In addition, prospective investors are encouraged to consult with their financial, tax, accounting or other advisors to determine whether any investment vehicle is suitable for them. Soteria Capital does not dispense investment, legal, tax or accounting advise. Any views expressed in this publication represent the opinions of Soteria Capital, whose analysis is based solely on publicly available information. No representation or warranty, express or implied, is made as to the accuracy or completeness of any information contained herein. Soteria Capital expressly disclaims any and all liability based, in whole or in part, on such information, any errors therein or omissions therefrom. Soteria Capital also reserves the right to modify or change its views or conclusions at any time in the future without notice. The information contained in this publication does not recommend the purchase or sale of any security nor is it an offer to sell or a solicitation of an offer to buy any security.
Furthermore, the information contained in this publication is not intended to be, nor should it be construed or used as, investment, tax or legal advice. No representation or warranty, express or implied, is made that Soteria Capital’s investment process or investment objectives will or are likely to be achieved or successful or that Soteria Capital’s investments will make any profit or will not sustain losses.