Our investment platform spans over two decades of direct research and offers thoughtful, innovative offerings to our clients. The in-house investment management team has direct, hands-on industry experience in equities, fixed income, mortgage/securitization, private equity, and real assets. We believe in investing across public and private markets and focus on delivering long-term capital growth and preservation in a tax-efficient and attractive risk-adjusted manner.
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 categorize investments by their objective.
Our co-mingled Limited Partnerships provide institutional quality alternative and private investments at manageable minimums, sourced through our relationships with institutions, family offices, and industry networks.
Long-term growth through capital appreciation and dividend income. Higher expected returns with higher volatility.
Types: Domestic, International & Emerging Market Equities
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
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
Unique investments that are illiquid and have higher expected returns. Accessed through a co-mingled Limited Partnership.
Types: Opportunities across the private market spectrum.