Harborside Capital

Investment Management

SECURITIES & OPTIONS

MANAGED FUTURES & ALTERNATIVES

HARBORSIDE CAPITAL MULTI ASSET PROGRAM

We designed this all in one investment program with the goal of broad diversification over many asset classes and strategies. We integrate stocks, bonds, futures and derivatives strategies in one account. It is actively managed with the goal of long-term growth, short term trading profits and income generation. This portfolio provides the ability to pivot to specific investments or asset classes that we think have the highest reward to risk probabilities. Designed like a hedge fund except all assets are held in a Separately Managed Account without the high minimums, performance fees and lockup periods.

$1,000,000 Minimum | 1.5% AUM Fee

CUSTOMIZED SECURITIES PORTFOLIOS

We can create a customized portfolio based on your needs and preferences. For example, we can create portfolios that aim to generate income or are designed to have specific downside protection.

$500,000 Minimum | .9% - 1.2%% AUM Fee

A Different Approach to Investment Management

Core Investments, Strategic Trading Programs, Income Strategies

If you have over $500,000 in investable assets and are looking for an alternative / broader base of investment choices, we may be a good fit. With over 25 years of experience in risk management, we believe our education and experience gives us unique insight to manage your investments.

Securities / Options

Exchange Traded Funds and individual stocks and options are the portfolio foundation with the goal to provide low-cost broad exposure to the equity markets. Customized options strategies and / or Innovator ETFs are then used to adjust risk-reward parameters with the goal of limiting extreme drawdowns and generating income.

Managed Futures / Alternatives

These products aim to make short term profits based on volatility in a variety of futures / commodity markets as well as being uncorrelated to the balance of your investment portfolio(s). These short-term investments are executed by the portfolio manager using a combination of manual trades and automated algorithms.

Need More Customized help?

We can design hedge programs around concentrated stock portfolios.

Create programs that could generate income off your current stocks, ETFs and Digital Assets using options.

About Eric Cerrone

Chief investment officer & Founder

After graduating from Bryant University with a degree in finance, Eric began his career trading energy, metals and foreign exchange. A visit to the NYMEX open outcry trading floor in the World Trade Center inspired him to join an options broker on the COMEX metals exchange before transitioning to the NYMEX energy exchange. For the next 25 years, Eric advised banks, energy companies, and individuals how to manage risk using futures and options contracts. He launched Harborside Capital, LLC, to apply his knowledge to help investors build and preserve their wealth. Eric currently holds Series 3 and 65 licenses.

Ready To Begin?

Here’s How Our Process Works:

STEP 1

We will email our contracts and disclosures to be signed electronically.

STEP 2

Fill out Investment Advisor contract and/or Commodity Trading Advisor disclosure documents (approximately 15-20 minutes each).

STEP 3

Our team will collect a few documents electronically (less than 10 minutes).

STEP 4

Once completed, we will email a link to open an account at the new custodian, Interactive Brokers,

STEP 5

We will request your current custodian to transfer your assets to Interactive Brokers.

Harborside Capital, LLC

Location

7036 Cayman Ct.
Wilmington, NC 28405

Contact

Phone: (561) 676-7091
Email: eric@harborside.capital