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Ultra-high-net-worth investing

We serve individuals and families of significant wealth with a compelling combination: the personalized attention of a boutique advisor and the resources of a global investment management organization. Our flexible approach allows us to craft customized strategies that reflect your unique priorities, using institutional-quality investment solutions.

As your partner, we help navigate the complexities of wealth and the uncertainties of the market through thoughtful portfolio construction. This often includes significant allocations to alternative investments, offering broader diversification beyond traditional asset classes—with the goal of enhancing returns and reducing volatility.

Investment philosophy

The broad investment capabilities and deep research that we provide are built on our fundamental portfolio construction principles.

  • Diversification contributes to portfolio robustness and optimization of risk-adjusted returns.

  • We periodically review your strategic asset allocation to assess the impact from changing asset class outlooks and your evolving risk tolerance.

  • Tactical shifts may be warranted when we identify high-conviction opportunities or risks.

  • We rebalance. Not rebalancing in strong or weak markets is an active choice.

Our investment management process

Portfolio construction

plan

- Emphasis on competitive risk-adjusted returns

- Significant focus on alternative investments 

Investment research

plan

- Comprehensive manager due diligence across all asset classes

- Ongoing underwriting of market analysis, tactical views and client needs

Risk management

plan

- Sophisticated risk evaluation tools

- Tax-aware approach

Robust reporting

plan

- Aggregated view across public and private investments

- Transparency into partnerships, trusts and illiquid and complex assets

Portfolio construction

plan

- Emphasis on competitive risk-adjusted returns

- Significant focus on alternative investments 

Investment research

plan

- Comprehensive manager due diligence across all asset classes

- Ongoing underwriting of market analysis, tactical views and client needs

Risk management

plan

- Sophisticated risk evaluation tools

- Tax-aware approach

Robust reporting

plan

- Aggregated view across public and private investments

- Transparency into partnerships, trusts and illiquid and complex assets

Specialized investment administration

We offer a comprehensive support structure to manage the complexities of fully diversified portfolios, including a dedicated client service team that administers the operational aspects of private fund investments.

  • Seamless investment execution—from assistance with account opening and administration to documentation and much more

  • Secure management of capital calls and money movements

  • Custom reporting on assets, performance, capital commitments and exposures across your accounts, entities and custodians

  • Transparency into complex portfolios and ownership structures

Tailored reporting that offers insights on your whole portfolio

We offer clear, comprehensive portfolio information—from performance, to holdings, market valuations and transaction activity—so you can make financial decisions with confidence.

  • Cash and income modeling to guide decisions about your liquidity and capital deployment needs
  • A seamless view across public and private market investment performance, using institutional-quality analytics, to produce intelligent insights
  • Asset allocation presented at group and entity levels, aggregated across custodians, so you can visualize portfolios from multiple perspectives

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Ready to take the next step? Discover how we can help your family achieve your financial goals.

Speak with an Advisor