Constantia Capital LLC

"Over the course of a long career as a management consultant, I've had the opportunity to work with my share of financial advisors. Constantia Capital stands out in 2 definitive ways: 1. Innovation and Discipline - Constantia found a conservative niche, they stick to their knitting despite market turbulence and most importantly consistently deliver their targeted results 2. Detail and Candor - Constantia communicates in detail its monthly results and provides a candid review of its investment analysis. The Constancia 1-2 combination is ideal for investors who want a market specialist who is actively involved with decision-making on a daily basis, and whose communication is timely, direct and detailed."

"Constantia Capital have provided excellent service and results with their Merger-Arbitrage fund. Our goal was to hold some money in a stable investing fund that would beat the rise in the cost of college education. Harvey and the team explained how Merger-Arbitrage would be a good fit for that purpose and took the time to detail how it was able to achieve a higher degree of stability than other stock market based funds. Returns have been ahead of the initial predictions and we are very happy of our choice to use Constantia Capital"

"I’ve been a Constantia Capital client since March 2016. I had heard of Merger-Arbitrage before, but never really paid attention to it until the Constantia team introduced me to how it conservatively earns a low-risk return that’s better than traditional fixed-income funds. I especially appreciate the personal relationship and detailed explanation of the recent transactions that contributed (or not) to the monthly net."

"When my younger son was going off to college, I asked Harvey Fram, a friend of mine, for financial advice on some bond funds that we were considering. After discussing the strategies and operations of the fund, it seemed like a wise alternative. Three and a half years later, my returns are comfortably ahead of all those bond funds. I've withdrawn money twice, which has been easy with the separate account structure at Interactive Brokers."

"The Merger-Arb investment product has been very useful in our cash management program. We operate commercial real estate with cash reserves for capital repairs and upgrades. The M-A returns have insured that the buying power of those reserves is maintained over the years. In fact, the returns have substantially exceeded alternative interest rate products such as CDs and MMAs. Very pleased with this investment and we have added to our account as a result."