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