Honeyguide Capital Partners

Honeyguide Capital Partners provides fee-based discretionary investment management to individuals, trusts, estates, charitable organizations, and corporate or other business clients. Services are delivered by the firm’s advisory program, which manages only a tranche of a client’s investable assets and seeks to align those assets with the firm’s proprietary model portfolio.

The firm’s investment approach emphasizes tactical asset allocation informed by fundamental analysis, with a concentrated toolkit of exchange-listed securities, ETFs, and options strategies (including covered and uncovered options). Portfolios are intended to mimic a continuously monitored model rather than being tailored to each client, and the adviser will decline to take on prospective clients it deems unsuitable for the model.

Notable features that differentiate the firm from many peers include its acceptance of corporate/business clients for portfolio management—an arrangement less common among small independent advisers—and a principal who performs a substantive, disclosed role at a credit ratings firm. Combined with a small client base and the use of uncovered option strategies, these factors increase the importance of model fit and an understanding of option-related risks for prospective clients.