Investment Strategies

We encourage you to learn more about SL Advisors Investment Philosophy

Clients open accounts at Charles Schwab, which is the largest provider of custody services in the United States. Clients have:

  • Real-time access to their accounts with full transparency into investments
  • Immediate liquidity providing ability to withdraw money at anytime
  • Detailed monthly statements mailed directly from Schwab.

SL Advisors offers five different strategies that provide the complete investment solution for a balanced portfolio.

SL Advisors MLP Strategy
  • Aims to outperform the Alerian MLP Index with similar volatility and low turnover
  • Unleveraged, long only portfolio of publicly traded stocks and Master Limited Partnerships (MLPs) focused on the Midstream sector (Pipelines)
  • Biased towards General Partners (GPs) and MLPs without burdensome Incentive Distribution Rights (IDRs)
  • Appropriate for high net worth investors desiring exposure to North American Energy Infrastructure and comfortable receiving K-1s for individual investments rather than 1099s.
SL Advisors Energy Infrastructure Strategy
  • Aims to outperform the Alerian MLP Index with similar volatility and low turnover
  • Unleveraged, long only portfolio of stocks focused on the North American Midstream Energy Sector (Pipelines)
  • Biased towards General Partners and companies with predictable, growing cash flows
  • Appropriate for investors and institutions who want exposure to North American Energy Infrastructure that do NOT wish to receive K-1s
SL Advisors Low Vol Hedged Strategy
  • Aims to generate positive absolute returns with volatility similar to bonds
  • Generates income with modest capital appreciation with returns uncorrelated to equities & bonds
  • Diverse, unleveraged, hedged portfolio of high quality U.S. equities.
  • Appropriate for investors looking for a substitute for today’s low yielding bonds.

SL Advisors Low Vol Long Only Strategy
  • Aims to track the S&P500 Low Volatility Index with higher dividend yield
  • Unleveraged, long only portfolio of dividend paying low beta stocks
  • Expect to under-perform the S&P500 in a strong stock market and out-perform in weak markets with low turnover
  • Appropriate for conservative investors that want long term stock market exposure but are nervous about significant short-term declines.

SL Advisors Low Vol Best Ideas Strategy
  • Aims to generate equity-like returns uncorrelated to stocks and bonds by bringing together many of our best ideas from other strategies
  • Leveraged, hedged long-short equity strategy focused on under-valued high quality businesses whose stocks are less volatile than the broad equity market
  • Alternative to hedge funds
  • Appropriate for institutions seeking absolute returns uncorrelated to stocks and bonds