About Eastgate Advisors, llc


Eastgate Advisors, llc of Atlanta, GA uses a global asset allocation investment approach in order to broaden the investment opportunity set and maximize diversification for risk control purposes.


Investment Objectives


Our strategies’ investment objectives are to outperform their strategic asset allocation benchmarks over a three-to-five year investment horizon while maintaining down-side risk within investor risk tolerances.


Risk Management


We focus on managing idiosyncratic risks, global market risks, active risks, leverage and on maintaining adequate liquidity. We use dynamic, down-side risk management. Maximum annual down-side risk targets for our allocation strategies are as follows:


  • Conservative allocation: -5%

  • Moderate Risk allocation: -10%

  • Growth allocation: -15%

  • Aggressive allocation: -20%


Eastgate Advisors’ Chief Investment Officer


Eastgate Advisors’ Chief Investment Officer has 30 years of experience managing multi-asset class, allocation strategies for institutional, private wealth, sovereign wealth and ERISA investors.He has held positions as chief investment officer, deputy chief investment officer and chief risk officer with institutional and private wealth investors. He is a CFA charter-holder; author of the case study “Managing Global, Multi-Asset Class Fund Risk” and a graduate of St. John’s University (MN).