With over 25 years of experience as investors, we have a broad understanding of each asset class, deep institutional relationships, and a network that gives us access to exclusive private investment opportunities. Our methods seek to provide a way forward that ultimately widens your investment universe to discover solutions that are right for you.
Our core team has spent over a decade together, refining our approach to sourcing, negotiating and structuring a range of investment solutions designed to help meet clients' needs such as producing predictable cash flow and providing consistent returns with lower volatility.
We actively source and research new investments in alternative asset classes, monitor portfolios, and meticulously structure investments in order to stay on the cutting edge of opportunity.
Leveraging our size and relationships, we gain access to private opportunities. By utilizing pooled assets and experience, we seek to negotiate better deal terms and lower fees and pass those savings on to our clients.
As fiduciaries, we are bound to put our clients' interests above our own. We are committed to transparency, clarity, and reducing conflicts of interest.
Our approach creates solutions that can utilize a range of public markets and exclusive private investments. By expanding the options traditionally available to individual investors, we are able to better customize portfolios to meet each client's unique needs. Additionally, we can dynamically shift amongst a variety of options to capitalize on opportunities created when the market environment changes and to stay on the cutting edge of innovation. This flexibility helps us generate predictable cash flow, minimize downside market volatility, maximize the power of compounding returns and more.
As your Chief Investment Officers, we customize our approach to suit your needs. Whether you hire us to manage a broadly diversified portfolio or to focus on a particular area, we remain dynamic, continually monitoring conditions to capitalize on opportunities and shift your exposure when needed. Below are three examples of ways we can customize portfolios.
We believe cash-flow is an important driver of total return, both as a source of distributable income and a means of de-risking an investment. We focus on strong, after-tax cash-flows achieved through thoughtful structuring and tax-efficient vehicles.
Data breakdown: Public Fixed Income is 30%, Public Equity is 20%, Fixed Income Alternative is 40%, and and Equity Alternative is 10%
We look to capitalize on market dislocations, supply demand imbalances or idiosyncratic opportunities to earn outsized risk-adjusted returns. Our goal is to earn a premium relative to public equity markets with lower volatility and enhanced downside protection.
Data breakdown: Public Fixed Income is 10%, Public Equity is 40%, Fixed Income Alternative is 10%, and Equity Alternative is 40%
Utilizing a customized mix of growth and income strategies, we construct diversified portfolios designed to balance cash-flow with long-term growth and compounding. Our goal is to deliver superior risk-adjusted returns with reduced correlations to traditional asset classes.
Data breakdown: Public Fixed Income is 15%, Public Equity is 35%, Fixed Income Alternative is 25%, and Equity Alternative is 25%
In our role as your outsourced CIO, we are here to quarterback your overall financial picture and support you with a variety of comprehensive services.
We are a team of dedicated advisers and service professionals with a deep understanding of your financial solution.
We provide education on estate planning concepts and work closely with your estate planning attorney to help you design an estate plan specific to your goals and objectives.
We aim to optimize portfolios for after-tax returns and work closely with your tax professional to help develop a comprehensive tax strategy.
We can help you develop a roadmap to achieve the things you want to do in life.
We have a network of tax, estate, insurance, legal and lending professionals who provide services for our clients.
We provide advice on a variety of topics such as privately-held or concentrated stock strategies, liquid assets, borrowing strategies, philanthropic giving and more.
We care about any non-financial factors such as ESG considerations that are important to you and can work with you to express those qualities through a personalized investment strategy.
Our technology-enabled platform provides a seamless and secure way to interact with your team and access your portfolio.
A Technology-Forward Experience
We believe the best client experience comes from combining a dedicated team who has a deep personal relationship with you and an integrated technology-forward platform that offers convenience and efficiency and promotes security.
Information Security
Your personal information is safeguarded through an information security technology stack that offers 2-factor authentication as well as password and end-to-end email encryption.
Digital Onboarding
We streamline the onboarding and information gathering process through an accessible and efficient digital platform that pre-populates information and eliminates the hassles of physical paperwork.
Real-Time Portfolio Access
You get access to a consolidated view of your global portfolio in real-time via performance software that is customizable and can be conveniently viewed via desktop, mobile, or tablet.
Document Vault
Our online document vault syncs with your accounts to consolidate tax documents such as K-1s and 1099s in a location that is easily accessible for you and your tax advisor.