Katahdin Capital
Independent Investment Advisors
Helping individuals take control of their investment outcomes
NEED AN INVESTMENT
PORTFOLIO TUNE UP?
We provide diagnostic portfolio and relationship reviews to determine asset allocation fit and more cost-effective implementation options.
Contact Katahdin to arrange an appointment for more information.
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Frequently asked questions
More information is available upon request on the Outsourced CIO, Private Markets Consulting and Tactical Advised Accounts.
Below is a list of questions we generally field the most.
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Does Katahdin have investment minimums? Families looking to protect and grow capital for generations to come will find Katahdin's approach and alignment unmatched within Australia.
What does Katahdin do well? Katahdin excels at translating investment industry jargon and deconstructing overly complex investment solutions into building blocks and recipes that are more intuitive and less expensive for individuals to use and manage multi-generational wealth.
Katahdin is a relatively new entity, is it safe? While Katahdin was established in 2012, it's founder has over 35yrs of global investment experience across all asset classes. Moreover, the assets we advise on are strictly held by third-party respected institutions, never by Katahdin.
Does Katahdin advise to invest overseas? Currently, the allocation to Australian equity is less than 15%. There are very good reasons to invest in Australia beyond the MSCI World Australian market weight (2%). There are also significant benefits to investing outside of Australia - including diversification and depth of markets benefits.
Does Katahdin include Private Markets in clients portfolios? Katahdin believes multi-generational, long time-horizon investors have a significant advantage - the ability to sacrifice liquidity to enhance returns. Katahdin leverages a US based asset consultant to assist in accessing and researching private market strategies.
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