A Solutions Oriented Approach
By leveraging decades of professional investing experience, we deliver innovative investment solutions to solve real world problems.
Risk Management
Tackling the three-headed dragon of risk is an increasingly important aspect of investing. This is especially true for those making the transition into and through retirement. The confidence to take risk, the capacity to take risk, and the compensation for taking risk must all be balanced effectively in order for investors to enjoy the outcomes they expect.
Tax Management
Managing portfolios to maximize after-tax returns is our goal. We believe that tax management is one of the few highly controllable aspects of outcome-based investing, and we take it very seriously.
Retirement Income
In a more volatile investing environment with inflationary pressures possibly persisting for an extended period, sourcing retirement income from equities could be a better option than traditional, less liquid, and more opaque assets like fixed income or annuities.
About Us
Michael Allison, CFA
Founder
New Lantern Capital, LLC is an asset management firm based in Saratoga Springs, NY primarily serving as the General Partner for privately offered funds.
Our sister company, Investment Research Partners, LLC (“IRP”) is the investment manager for the privately offered funds that are sponsored by New Lantern Capital. IRP is an SEC registered investment advisor and also manages other funds and separate accounts for other registered investment advisory firms.
Mike’s career has spanned 35 years in the investment industry, including nearly 22 years of service as global equity portfolio manager and Director of Equity Strategy Implementation for Eaton Vance.
While at Eaton Vance, Mike was a senior member of a team that built a $15bn equity option income franchise, as well as the industry-leading $40bn exchange fund franchise.*
*As of his retirement on December 31st, 2021.
Innovative Solutions for Real World Problems
We bring decades of professional investment experience to deliver advanced solutions for investors and financial advisors.​​
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We use equities and equity options to build liquid, risk-managed, tax-efficient portfolios that serve as solutions for meeting the needs of investors.​
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There are many useful ways a low-volatility equity strategy can benefit investors, but perhaps its best use is as a low-cost, tax-efficient alternative to fixed income investments and annuities.
Privately Offered Funds
We utilize a rules-based approach to crafting diversified equity portfolios and equity options to dampen volatility and manage tax outcomes for investors.
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Currently, our funds are only offered privately to Accredited Investors.
Insights
Click below to view market insights from our partner firm, Investment Research Partners, or subscribe to Mike's newsletter, "The Sunday Drive".
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Contact Us
If you'd like to learn more about New Lantern Capital or the funds we offer, give us a call or send us an email, or click below to schedule a meeting with us.
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We'd love to connect.
Address
63 Putnam St. Suite 202
Saratoga Springs, NY 12866
Phone
TOLL FREE:
(855) 918-5300
You can also contact us by using this form:
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