Investment Expertise

We have decades of experience investing successfully on behalf of sophisticated, multi-generational families across asset classes and investment cycles.

Sophisticated

We invest across all asset classes on a global basis, including hedged equity, absolute return, developed and emerging market equities, private equity, real assets, and fixed income. We evaluate hundreds of managers across these strategies and have invested across multiple market cycles.

Customized

While our goal is always the same – to prudently grow existing wealth while preserving capital – we recognize that each client is unique.  We have no standard asset allocations; instead, we construct customized investment portfolios tailored to each client’s needs.

Experienced

We have invested in traditional and alternative asset classes for decades and have established a reputation as an astute investor and high-quality partner. Our reputation and network provide us access to the full range of global investment strategies.