Guided by

Vision

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Alternative Investing

Our relationships with other family offices and investors allow us to source institutional quality investment opportunities in order to provide alternative solutions outside of a traditional asset class.

Our value-oriented approach allows us to be opportunistic when valuations are cheap, and defensive when they are expensive. We use a functional asset class framework to build portfolios that categorizes investments by their objective.

Investment Philosophy

We believe in investing across public and private markets to generate attractive risk-adjusted returns over the long-term. We seek to offer cohesive strategies that include private investments from across the globe, creating turnkey solutions for our clients and investors.

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Equity

Long-term growth through capital appreciation and dividend income. Higher expected returns with higher volatility.
Types: Domestic, International & Emerging Market Equities

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Fixed Income

The goal is to preserve capital in periods of market turbulence and provide stable income with minimal drawdowns over a full market cycle.
Types: Defensive, Core & Specialty Fixed Income

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Diversifiers

Limited Partnership and Liquid versions provide uncorrelated exposure, mitigating the risk of equity and fixed income markets.
Types: Hedge Funds, Tactical Allocations Strategies, Alternative Equity & Fixed Income

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Private Investments

Unique investments that are illiquid and have higher expected returns. Accessed through a co-mingled Limited Partnership.
Types: Opportunities across the private market spectrum.