As an independently owned platform, we can provide client-focused investment advice free from conflicts of interest. Providing service for just a handful of individuals means that we can offer clients personal, custom investment advice and solutions.
We do not have required model portfolios or investment platforms.
Our duty is to offer highly customized solutions according to their unique needs.
The key to long-term appreciation of wealth across generations requires a constant evaluation of risk. We believe that thoughtful portfolio construction across investments in uncorrelated, alternative strategies is the key to achieving strong returns across market cycles. We are independent thinkers, free to challenge conventional wisdom and invest ahead of the institutional herd. We seek to identify attractive opportunities across a broad range of asset classes and strategies. We will invest through partnerships or directly.
With a long track record in specialty finance, one important source of returns comes from our lending platform, through which we provide alternative financing to support the success of growing businesses.