Outsourced Chief Investment Officer & Investment Consulting
Strategically aligned investment advisory services and portfolio management solutions targeted to family offices, institutions and sophisticated investors.
We offer:
Macro and multi-asset class research
Strategic portfolio management
Private markets access
Institutional due diligence
Access to Alts Plus Fund
In-house public equity strategies
Reporting and operational support
We do this by:
Building and working together
Constructing estate plans focusing on lasting legacies
Direct access to investment team, including Chief Investment Officers
In-house diligence team
Internal and third party macro, market and investment research
Internal and external multi-asset class solutions
Flexible offering tailored for each client
Proprietary portfolio management tools and analytics