- Investors who are (i) “accredited investors” as defined in Rule 501(a) of Regulation D under the Securities Act of 1933, as amended (the “Securities Act”), and who are (ii) “qualified purchasers” or “knowledgeable employees,” as defined in Section 2(a)(51) of the Investment Company Act of 1940, as amended (the “Investment Company Act”) and Rule 3c-5 thereunder, respectively, (iii) United States residents or citizens, and (iv) knowledgeable and experienced in financial and business matters such that they are capable of evaluating the merits and risks of an investment in the Fund.
- The recognition was issued October 8, 2024 and applies October 2024 through October 2025.
- Certuity’s advisors have been recognized in Barron’s Top 1,200 Advisors for the years of 2014 – 2024. In 2024, the ranking was issued March 11, 2024 and applies to March 2024 – March 2025.
Outsourced Chief Investment Officer for Ultra High Net Worth Families
We construct fully customized investment portfolios that leverage institutional expertise, sophisticated strategies, and rigorous risk management. Our clients experience the best of both worlds: institutional-grade investment expertise through our partnerships with some of the world’s top financial institutions but in a boutique, independent environment. We empower families, foundations, and endowments to achieve their goals and build a legacy that lasts for generations.
Speak with us about our OCIO services
The Certuity Difference
Invested in Your Best Interests – As fiduciaries, we act in our clients’ best interests. Our relationships are founded on trust, transparency and a high standard of care.
Objective Advice – Because we’re independently owned by our employees and ultra-high-net-worth families, we have no requirement to recommend products that are not in your best interest. Instead, our advice is objective and tailored to you.
Access – Our deep network of institutional asset managers offers opportunities across traditional, alternative and private investments.
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
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
Access Leading Asset Managers
Qualified purchasers 1 gain access to accomplished fund managers spanning private asset classes like hedge funds, venture capital, private equity, credit, and more. Our partners include:
- Ares
- Audax Group
- Blue Owl
- The Carlyle Group
- ONEX
- Pritzker Private Capital
- Rosemawr Management
- Thorofoare Capital
Leverage Institutional Expertise
Experience institutional-grade investment expertise in an independent environment through our partnerships with some of the world’s top financial institutions.
- BlackRock
- Charles Schwab
- DFA
- Fidelity
- FirstTrust
- Goldman Sachs
- JP Morgan
- Morgan Stanley
- Nuveen
- PIMCO
- Vanguard
- WisdomTree