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.