Dedicated to Your Success

Our portfolios are customized with a deep understanding of our clients’ goals and objectives, managed with a constant regard to markets, return opportunities and risk. We work as an extension of our clients’ staff. Common investment goals across client types:

  • Limit volatility to avoid severe drawdowns
  • Balance risk and return
  • Overweight true alpha generators

Clients are different in a variety of ways including their risk-return appetites, investment horizons and liquidity needs.

Outsourced CIO, Specialized Mandates & Investment Advisory

  • Outsourced Chief Investment Officer (“OCIO”) with Global Multi-Asset Portfolios: We serve as a discretionary investment manager to seek risk-adjusted returns that generate long-term capital growth while maintaining the flexibility to meet each client’s unanticipated requirements.
  • Specialized Mandates
    • Small and Emerging Hedge Funds, Women and Minorities: We have specialized skills and expertise in small and emerging managers having researched and invested in them for over a decade.
    • Sustainable Investing: We created a portfolio of SRI investments, diversified across environmental, social and governance themes.