"Over 100 Years of Collective Experience..."

What Sets Us Apart?

We strive for excellence in thought and investing.

We are not narrowly focused on probable, base-case scenario outcomes, but also consider possible extreme and contagious scenarios when constructing portfolios.

Rigorous, independent macroeconomic research forms the foundation of our investment process.

By understanding the inherent risks and opportunities across geographies and asset classes, clients have confidence in our asset allocation and manager selection decisions.

Our strategy capitalizes on our extensive knowledge of traditional and alternative investments.

This enables us to enhance the quality of our portfolios by allocating capital among low-to-negatively correlated investment vehicles, significantly reducing volatility, as well as risk in our clients' portfolios.

Access to independent investment managers.

Our ability to source and develop relationships with some of the world's most talented investors is a key competitive advantage for the firm and a distinct benefit for our clients.

We are experienced in handling the challenges of investing for multi-generational families.

Our available services include serving as an outsourced Chief Investment Officer, tailoring investments for a specific portion of a family's assets, providing portfolio reporting across multiple custodians, as well as assisting with the transition and education from one generation to the next.

We are not beholden to arbitrary benchmarks.

Rather, we focus on meeting the needs and expectations of our clients, only accepting risks where the returns are proportionate. We seek to grow capital by capturing most of the gains in up markets while significantly outperforming in down markets. Finally, we believe that risk should be dynamically managed, taking into consideration the fundamental backdrop that exists over various periods.