Our high-net-worth clients generally have between $5 – $100 million in investable assets, with 20% – 40% of their portfolio designated for deployment in the alternative space. Many of these individuals have grown weary of the “cookie-cutter” approach to asset management from their traditional financial institution and prefer truly customized solutions to meet their financial objectives.
Our institutional clients include foundations, endowments, and pension funds. In many instances, we serve as the outsourced chief investment officer for these clients, allowing them to focus on their operational mandates rather than the day to day management of their investment portfolios. In other cases, we fulfill individual mandates, such as constructing alternative investment portfolios specifically designed to provide predictable returns with low volatility and correlation to traditional asset classes.