Tailored Investment Strategy Services for Portfolio Oversight and Advisor Selection.
Investment Strategy and Advisory Oversight
Asset Manager Selection/Access
Assist in the selection and evaluation of the performance of your portfolio managers.
Asset Allocation
Assist in the development of a long-term financial plan that incorporates your operating businesses and liquid and illiquid investments.
Portfolio Evaluation
Evaluate investment portfolio returns to assure alignment with your business or family’s goals, focusing on cost-efficiency and performance.
Access to Alternative Investments
Access to a wide array of deal flow. We actively pursue private equity buyouts, venture capital and growth equity, private debt, real estate, hedge fund specialty strategies, and co-investments.