Institutional Investors

Our vast institutional experience, sophisticated research, innovation and flexibility enable us to meet your evolving investment needs.

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Customized investment management services.

Having worked with diverse institutions for decades, we have the experience to help you to avoid the pitfalls of traditional approaches, and we seek to help you achieve more stable returns in various market environments.

We take a customized approach to managing your assets, focusing on select opportunities that serve your best interest and maintaining full transparency at every step.

Strengthening your foundation to achieve your long-term financial goals.

  • Portfolio Design & Management

    We seek to provide sophisticated and innovative investment solutions to help clients secure their long-term financial objectives.

  • Reporting & Portfolio Analytics

    We seek to ensure your objectives are met within your risk parameters and that our reports meet your regulatory obligations.

  • Manager Diligence & Access

    As astute, risk-conscious investors, we leverage our niche size and investment expertise to secure access to best-in-class managers.

  • Investment Research

    Our rigorous, multi-faceted investment research surpasses industry norms, with a keen focus on minimizing negative surprises.

Our niche size, reputation, and investment experience provide access to select strategies and opportunities.

  • Portfolio Diversification

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    Portfolio Diversification
    • Allocate across diverse investments rather than concentrate heavily on the stock market
    • Complement public market allocations with low-correlated alternative investments
  • Alternative Investments

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    Alternative Investments
    • Identify strategies that offer attractive returns with low correlation to public markets
    • Focus on private credit, private equity, private real estate, hedge funds and other uncorrelated private assets
  • Innovative Strategies

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    Innovative Strategies
    • Create feeder funds, launch ETFs and invest with GP economics
    • Evaluate creative ways to add “structural alpha” to reduce fees and market friction
  • Manager Research

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    Manager Research
    • Conduct deep due diligence with a focus on downside risks
    • Develop strong relationships with best-in-class managers
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