Alerian is an SEC-registered investment advisor headquartered in Dallas, Texas, founded in 2004 to focus exclusively on investing in energy infrastructure through the emerging midstream energy Master Limited Partnership ("MLP") asset class. The Alerian Long-Only Managed Account Portfolio is an energy infrastructure investment that concentrates on those MLPs that own and operate hard assets that transport and store liquid hydrocarbons and natural gas.

The strategy is an actively managed portfolio of MLPs focused on the preservation of capital by minimizing the financial and business risk profiles of its underlying investments, while providing the stability of inflationary growth.

The objective is to provide a portfolio diversification tool with high levels of tax-deferred income, and low correlation to other asset classes, while protecting our client's capital investment.

In addition, the firm offers customized portfolios that can be tailored to fit a client's desired risk, growth, and income requirements.

Alerian focuses on those MLPs that are toll-road business models as they (1) do not take title to the commodity; (2) do not depend on the level of commodity prices as their revenues are unaffected by these fluctuations; (3) receive a specified tariff for storing or transporting a product over a certain distance; (4) do not generally include 'gathering' MLPs and are not impacted by basin specific drilling rates or commodity prices; and (5) do not generally include General Partner interests, which are structurally leveraged already and often have additional debt, generally significantly increasing the risk profile of such investments.

The minimum investment is $500,000. For materials or to learn more about how you might benefit from the Alerian managed accounts, please contact us.