Beta Capital Advisors

  • About Beta Capital Advisors LLC

    Beta Capital Advisors, a Massachusetts registered investment advisor, is dedicated to partner with advisors and their clients to leverage the benefits of Beta investing to help achieve their investment objectives. Beta investing seeks to capture broad equity returns across markets through well diversified, passively managed portfolios. Traditionally investors seek to capture Beta through index investing. Beta Capital Advisors offers a unique approach to strive to capture the long-term benefits of index investing while addressing its more prominent shortfalls. Through its BetaCore investing program, array of thought leadership research and insightful educational materials, and Beta oriented advisory services, Beta Capital Advisors is positioned to help investment advisors leverage the potential of Beta investing on behalf of their clients.

    Institutional investors have long recognized the benefits of passive investing. Broad diversification, low turnover, and reduced costs together yield consistent, tax efficient investment results outpacing most active management approaches over the long-term. With the rapid development of the Exchange Traded Fund (ETF) and index mutual fund markets individuals now have the tools to integrate the core benefits of passive investing in their portfolios.

    Beta Capital Advisors has developed a unique approach to building asset allocation tools combining the diversification, low turnover, and low cost advantages of index investing with the benefits of a disciplined rebalance risk management program. The combined approach results in broader diversification relative to traditional capitalization weighted index products with reduced risk of concentrated exposure across market segments. The approach preserves the tax efficiency and attractive long-term performance of traditional index investing through limited turnover and implementation costs.

    The firm also supports investment advisors develop and integrate asset allocation programs into their investment practices and conduct investment advisor due diligence to ensure investment offerings align with target asset allocation risk profiles. With extensive experience developing, managing, and distributing many of the industry’s leading ETFs and other passive investment products, Beta Capital Advisors is uniquely positioned to support institutions explore opportunities to develop passively oriented investment strategies.

    About our Founding Principal

    Agustin J. Fleites, CFA and Managing Director of Beta Capital Advisors LLC, is  a recognized  leader in the fields  of asset allocation, passive investment strategies, and the development and application of Exchange Traded Funds (ETFs). With over twenty years experience, Gus has dedicated his career to applying passive investment approaches to fulfill investor goals and objectives.

    Gus established and managed the Asset Allocation group at SSgA, one of the world’s largest institutional asset managers, where he worked with pension plans, endowments, foundations, and government organizations to develop and implement their investment programs. He was also responsible for the development and launch of two of the leading ETF platforms, SSgA and ProShares, where he led the development, management, and distribution of over 40 ETFs across the U.S., Europe, and Asia-Pacific. His teams introduced many of the most innovative and recognized products trading today, including the SPDR Gold Trust (GLD) – the first commodity ETF and the first family of levered and inverse ETFs, and were responsible for the management and distribution of the world’s largest and most actively traded ETF, the SPDR (SPY).

    Gus and his family live in the south shore of Massachusetts where they are active in the local community. He is a graduate of the Wharton School of the University of Pennsylvania (BSE), Babson College (MBA), and is a Chartered Financial Analyst.

    He is a former trustee of Derby Academy, the oldest co-educational elementary school in the country, is Secretary of the Father’s Group at Boston College High School, and a member of the Boston Security Analysts Society.

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