Schooner provides sub-advisory, managed account and private fund services to institutions at the $25 million minimum account level. These investment vehicles provide institutional investors with all the benefits of the firm’s core advisory and management expertise, and may offer the following additional benefits:
- Increased tax efficiency
- Customized leveraging capabilities
- Client tailored dynamic hedging
- Opportunities in low capacity private investments
Sustainable Responsible Investing
Schooner provides advisory and management services to Genlith Partners LLC. Genlith is a group of lithium industry experts and asset management professionals investing in all stages and segments of the lithium and advanced rechargeable battery industry.