A Sling & A Stone, Incorporated

A Sling & A Stone, Incorporated advises individuals (including both high-net-worth and non‑HNW clients), trusts, corporations, and limited partnerships, delivering discretionary portfolio management alongside non‑discretionary ’40 Act fund administration and a cash‑management program. The firm manages accounts across several program types and provides ancillary advisory services and account administration for clients who direct investment choices.

Investment implementation centers on a proprietary Market Anomaly Program (MAP) that generates trading signals and can be executed using equities, exchange‑traded products, commodity futures, margin and short positions; the firm also offers passive indexed models and a hedged index variant with a derivatives overlay. MAP can be run in separately managed accounts or inside the firm‑sponsored private limited partnership, and trades for discretionary strategies are executed through its chosen custodian with block‑trading procedures to allocate fills.

Noteworthy differences from many peers include sponsorship of a private fund (A Sling and a Stone I, L.P.) with the adviser acting as general partner, the firm’s documented use of derivatives and futures in separately managed accounts, and the availability of performance‑based fee arrangements for eligible investors. The advisers are also licensed to sell insurance products and may receive commissions for those sales, which the firm discloses and addresses alongside its other affiliated‑activity conflicts.