The Tortoise Capital separately managed accounts provide investors total return potential with an emphasis on current cash distributions and managed risk with several key benefits.
Key Benefits
Tax efficient investing
SMAs offer tax advantages that are not available in other product types.
Attractive dividend yield
Through its rigorous investment process, the team strives to identify companies with strong fundamentals and shareholder-friendly capital allocation, resulting in attractive portfolio dividend yields designed to offer a regular income stream.
Direct ownership
With SMAs, investors own the actual shares, helping to provide a greater sense of control and clarity.
Transparent reporting
All Tortoise Capital strategies include detailed, timely reporting on holdings, composition, and performance.
Energy & Power Infrastructure Experience
We offer a suite of SMA strategies across the energy value chain, built to address diverse client goals. Each strategy invests in publicly traded securities of energy infrastructure companies. These companies transport, gather, process, or store crude oil, refined petroleum products (including biodiesel and ethanol), natural gas liquids (NGLs), or water.
Our highly regarded, seasoned team of energy investment specialists manages each strategy. They focus exclusively on the energy value chain, from upstream production to midstream transportation and downstream demand. The team has decades of global experience across the transition from a cyclical, oil-dominated industry to one with secular long-term growth dominated by natural gas and electricity.
Minimum initial investments for the strategies start at $250,000.
Please contact Client Relations at ClientRelations@tortoisecapital.com or 866-362-933 to learn more about how we might serve your needs with a Tortoise Capital separately managed account.
To request a Form ADV Part 2 Disclosure Brochure and Brochure Supplements, please contact Compliance at compliance@tortoisecapital.com.
Contact Us
Questions? Reach out to our experienced energy investing professionals.