We consult to high net worth families and institutions about asset allocation by combining macro policy research with actionable investment recommendations based on a client's actual holdings.

 

As an outsourced CIO we simplify complex multi-manager and multi advisor portfolios into the actual "policy bets" being made.  We then monitor asset exposures and communicate to clients when policy shifts will impact their assets, recommending action when necessary.

 

Clients may include

 

  • High New Worth Families

  • Single and multi family offices

  • Endowments

  • Foundations

  • RIA's 

 

Fees vary depending on size/scope of client and can be structured as a flat fee or as a percentage of assets.