Steven Joseph Turi

SkyView is an active investor that utilizes an open architecture approach to constructing client solutions. The firm invests or trades in a wide range of securities and employs diverse investment techniques and strategies. They believe that both traditional and alternative investment strategies create the potential for producing enhanced risk-adjusted returns and diversification benefits when incorporated as part of a long-term investment program.

BPV currently manages assets for SMAs using three distinct but related strategies, the the Short Duration Government Mortgage Backed Securities (MBS) Strategy, the Systematic Global Macro Strategy and the Systematic Global Equity Strategy. All of BPV’s strategies have the primary goal of maximizing compounded returns relative to the level of risk assumed and are managed to meet each client's specific investment objectives and risk tolerance. The Short Duration Government MBS Strategy invests in high quality, interest bearing-securities in the US fixed and variable interest rate markets, generally US Treasury, Agency and Agency MBS (including CMOs). BPV's Systematic Global Macro Strategy uses a risk-based allocation methodology to determine exposures in global investment markets, including equity, credit, nominal bond, inflation linked bond, commodity and foreign currency. BPV's Systematic Global Equity Strategy uses a risk-based allocation methodology to determine exposures in global equity markets. The strategy seeks to capture a significant proportion of upside equity returns while avoiding a significant proportion of downside equity returns, thus reducing the volatility of returns relative to the MSCI All Country World Index. The BPV Core Diversification Fund seeks to achieve long-term capital appreciation and is actively managed to be diversified across the three broad asset classes of equities, fixed income, and commodities and other alternatives. The BPV Wealth Preservation Fund and the BPV Low Volatility Fund seek to achieve long-term capital preservation while generating long-term capital appreciation through investments in both equity and fixed income securities that generate dividend or interest income (long positions), while also hedging a substantial portion of the long positions using options. The BPV Large Cap Value Fund seeks long-term capital appreciation by investing primarily in equity securities of large companies. The fund seeks to outperform the Russell 1000 Value Index by using a quantitative process to construct a diversified portfolio. The BPV Income Opportunities Fund seeks to provide current income and, secondarily, capital appreciation. The fund applies a flexible strategy that seeks to capitalize on opportunities in a wide variety of income-producing securities.

Provides investment advice

Provides brokerage services

KB Financial maintains current, tactical asset allocation models for each long-term target asset allocation across the risk spectrum from conservative to aggressive. Current asset allocation models usually differ from their neutral long-term target asset allocations, based on the firm’s assessment of market conditions and short-term or intermediate-term investment opportunities and risks. They mainly research and recommend investments in mutual funds, exchange traded funds and private placements, and unaffiliated discretionary portfolio managers for individual client accounts.

Provides securities brokerage and financial services