Our team partners with thoughtful and like-minded investors, including individuals, family offices, endowments and foundations, and RIAs that share our values and appreciate our independent approach. Together, we make informed, strategic decisions and demonstrate our conviction by investing alongside them.
We work with our clients' trusted legal and tax advisors to create an integrated decision making framework. Our experience has been valuable to our clients in other areas, such as strategic private business advice, concentrated single stock positions, family wealth transfer, tax and investment location optimization.
OUR CLIENTS WANT
Control over investment outcomes. We create custom portfolios based on your specific goals.
Independence from the institutional herd. We have an open architecture investment platform to provide you with access to the best opportunities, large and small, from across the globe.
An insightful, engaged partner. We help you make informed, strategic decisions and invest our money alongside yours.