Partnership that builds on your strengths
As the investment office for our clients, we strive to be an integrated partner. We design portfolios around specific goals and constraints, including risk tolerances, liquidity requirements, and strategic plans. But we also look to build a deeper foundation of trust and rapport, standing ready to collaborate on a broad range of financial and organizational matters as if we were an embedded member of the team.
As the investment office for our clients, we strive to be an integrated partner. We design portfolios around specific goals and constraints, including risk tolerances, liquidity requirements, and strategic plans. But we also look to build a deeper foundation of trust and rapport, standing ready to collaborate on a broad range of financial and organizational matters as if we were an embedded member of the team.
Partnership that builds on your strengths
Boutique size and deep
partnership
partnership
We believe our firm has the resources to compete with large endowments but is small enough to engage deeply with clients and their key stakeholders. We pride ourselves on our approachability, responsiveness, candor, and collegiality.
Custom portfolios aligned
with your goals
with your goals
Portfolios are designed to meet our clients’ needs, not ours. We tailor sophisticated solutions that address a broad range of investment goals, from total-portfolio solutions to alternative investments and impact-focused strategies.
The resources and expertise of a leading investment office
Our experienced leadership team has decades of experience working for and partnering with leading endowments, foundations, private equity, hedge funds, and family offices. We understand the unique growth, resourcing, and liquidity challenges institutions face, and how to manage them.
We aim to translate our clients return goals, spending needs, and risk tolerance into an appropriate portfolio structure, then leverage our extensive networks and endowment experience to source and underwrite compelling manager and investment opportunities across asset classes.
We use diversified custom and commingled structures to help ensure efficiency, fairness, and alignment across our clients. Both multi-asset and asset class–specific portfolios are built using a single, rigorous investment process. Partnership that builds on your strengths.
Investment solutions
We aim to translate our clients return goals, spending needs, and risk tolerance into an appropriate portfolio structure, then leverage our extensive networks and endowment experience to source and underwrite compelling manager and investment opportunities across asset classes.
We use diversified custom and commingled structures to help ensure efficiency, fairness, and alignment across our clients. Both multi-asset and asset class–specific portfolios are built using a single, rigorous investment process. Partnership that builds on your strengths.
Investment solutions
Boutique size and deep
partnership
partnership
We believe our firm has the resources to compete with large endowments but is small enough to engage deeply with clients and their key stakeholders. We pride ourselves on our approachability, responsiveness, candor, and collegiality.
Custom portfolios aligned
with your goals
with your goals
Portfolios are designed to meet our clients’ needs, not ours. We tailor sophisticated solutions that address a broad range of investment goals, from total-portfolio solutions to alternative investments and impact-focused strategies.
The resources and expertise of a leading investment office
Our experienced leadership team has decades of experience working for and partnering with leading endowments, foundations, private equity, hedge funds, and family offices. We understand the unique growth, resourcing, and liquidity challenges institutions face, and how to manage them.
Custom portfolios aligned
with your goals
with your goals
Portfolios are designed to meet our clients’ needs, not ours. We tailor sophisticated solutions that address a broad range of investment goals, from total-portfolio solutions to alternative investments and impact-focused strategies.
The resources and expertise of a leading investment office
Our experienced leadership team has decades of experience working for and partnering with leading endowments, foundations, private equity, hedge funds, and family offices. We understand the unique growth, resourcing, and liquidity challenges institutions face, and how to manage them.
The resources and expertise of a leading investment office
Our experienced leadership team has decades of experience working for and partnering with leading endowments, foundations, private equity, hedge funds, and family offices. We understand the unique growth, resourcing, and liquidity challenges institutions face, and how to manage them.
