What We Do

Independent and Objective Investors

As Chief Investment Officers, we:

  • Create customized and innovative portfolios to meet each client’s risk and return objectives.
  • Coordinate multiple and complex investments in public market securities, private equity and other alternative investments.
  • Serve as research analysts on all components of wealth, which often include illiquid legacy investments and concentrated holdings.
  • Maximize economic value and streamline costs for clients through an unbiased and non-captive operating framework.
  • In most cases, reduce overall cost structure.
  • Consolidate multiple custodial relationships into one customized valuation and performance appraisal.

About Us