Capital preservation must always precede capital appreciation.
Since 2004, NorCap has offered alternative investments for qualified U.S. and international investors.
Our U.S. and international clientele include high-net-worth individuals, family offices, businesses, and non-profits. Given our extensive relationships in the U.S. community banking industry, a meaningful portion of our clientele includes community bank holding companies and trust departments.
Client focused
250+
Combined years of investing and professional experience
NorCap leverages its team’s diverse backgrounds to achieve client investment objectives. Our flagship options strategies offer an alternative asset allocation uncorrelated to U.S. equity and fixed income markets.
Our team has extensive trading experience across asset classes in varying market cycles with over 250 years of combined experience in trading options and securities, hedging strategies, managing institutional wealth, market making, investment advising, and family office advising; including over 40 years advising and valuing community banks. Our team members have spent significant professional time and have meaningful business relationships in the Middle East, Europe, Asia, and Africa.
Trading Experience
Options
Fixed Income
Equities
Convertible Securities
Investment-Grade, High-Yield, and Distressed Debt
Strategies crafted to meet our clients’ investment and liquidity needs
NorCap believes absolute returns are best generated through disciplined and consistent approaches to trading and effective risk management. Our commitment to the consistency of investment returns, providing investors with liquidity, and risk management as it pertains to capital preservation is steadfast. NorCap currently offers investment strategies that leverage our experience with the needs of sophisticated and qualified investors.
Trading Strategies
Market-Neutral Index Options
Real Estate Securities
NorCap strives to capitalize on investment opportunities and to improve financial performance. Our approach begins with dedicated management and continuous oversight of all aspects of risk management. An emphasis on highly liquid markets, strict adherence to dynamic pricing and options algorithms, and disciplined trading further strengthen our approach.
Rigorous approach to risk management
To enhance transparency and governance, NorCap has retained:
