Alaia Capital

Alaia Capital is a firm that created m+ funds to address issues in traditional investments by delivering outcome-driven solutions like structured UITs, private funds, and portfolio protection strategies. They focus on transparency and deep industry knowledge to provide insight to partners. The company is located in Darien, Connecticut, at 10 Corbin Dr, and operates under the iCapital network.

Some reviewers on Trustburn praise the team for being highly knowledgeable, professional, and responsive, noting that they guided clients through the investment process effectively. Many users mentioned receiving satisfactory returns and appreciated the user-friendly website that provides necessary information. The team's expertise and prompt responses are frequently highlighted as key strengths.

The Trustburn listing shows a 3.8 out of 5 rating from 11 reviews, with the most recent feedback dating back to June 2023. The rating split includes several 5-star and 4-star reviews, alongside some 3-star ratings, reflecting generally positive experiences with the investment services provided.

The m+ Buffer 20 Fund offers a capped return of 16.65% with a 20% buffer against price decreases, while the m+ Preservation 100 Fund provides a maximum loss of 0% with a capped return of 19.13%. These funds are based on the SPDR S&P 500 ETF (SPY) and have specific maturity dates in 2028.

Alaia Capital offers three main types of m+ funds: Preservation funds to help investors maintain market exposure or invest excess cash, Buffered funds to provide a buffer against market losses, and Growth funds to enhance market gains. Each fund type aims to provide defined outcomes on a specified ETF at a specified maturity date.

The company states that its m+ funds are built on a fiduciary framework and provide daily liquidity at the fund's net-asset-value (NAV). They are registered under the Investment Company Act of 1940 and contain no bank or corporate credit risk, making them distinct from other alternatives.

Some reviewers noted that the investment options provided by Alaia Capital are good and helped them make smart investment decisions. The team's ability to guide clients through the investment process was frequently mentioned as a positive aspect of the service.

The m+ funds are distributed by Northern Lights Distributors, LLC, which is a member of FINRA. Interests in unit investment trusts and certain other securities products are offered by iCapital Markets LLC, a registered broker-dealer and member of FINRA and SIPC.

The website mentions that new m+ funds are offered frequently, and the current funds are in their primary offering period. Clients are encouraged to read the prospectus carefully before investing to understand the fund's investment objective, risks, and charges.

The m+ funds aim to generate monthly income while managing downside risk, providing investors with greater certainty of investment results compared to other alternatives. They offer a pre-determined amount of downside protection, enhanced upside, or both, depending on the specific fund.

The website includes news and insights articles discussing macro landscapes and defined outcome investing, featuring contributions from iCapital Chief Investment Strategist Sonali Basak and Managing Directors Nick Parcharidis and Anastasia Amoroso.

The team at m+ funds leverages decades of experience in structured products, asset management, derivatives, capital markets, and wealth management to construct and deliver their funds. They focus solely on innovative index and ETF solutions and pioneered the development of the defined outcome sector.

Alaia Capital is located at 10 Corbin Dr, Darien, Connecticut.

You can reach Alaia Capital by phone at 2036084574.

The official website of Alaia Capital is alaiacapital.com.