Tailored
Investment Strategy

We maintain a disciplined focus on both near-term safety and income needs and long-term wealth protection and growth.

Our portfolio solutions begin with disciplined asset allocation and rigorous manager selection. Our team identifies investment themes that we believe are more durable than a given macroeconomic or market cycle. The firm’s offering also includes flexibility for high conviction tactical decisions. This dynamic process of integrating thematic ideas with traditional and alternative strategies seeks to provide a spectrum of fundamental risk and return profiles, as well as attractive, long-term, risk-adjusted returns. Additionally, we perform comprehensive fundamental and quantitative analysis in our decision-making process.

Your portfolio is built upon the foundation of our investment philosophy, our investment process and our people:

Our Investment Philosophy

• Build comprehensive solutions, based on a thorough understanding of your needs and goals
• Collaborate with you at every step to ensure that we address near-term safety and income requirements as well as long-term strategic growth
• Align your portfolio with your overall financial plan through detailed asset class analysis, thoughtful manager selection, and ongoing portfolio review

Our Investment Process

Three key components of portfolio construction to achieve financial goals

Our People

• We are institutionally-trained investment professionals with global investment management, family office and venture capital expertise.
• We have extensive experience as direct investors and as allocators across traditional public asset classes and alternative strategies
• We hold ourselves to a high standard, constantly challenging the status quo and improving our investment process in an effort to deliver the best possible investment solutions