Our Mission is to simplify access to an institutional-quality portfolio for HNW individuals and families, leveraging the durable competitive advantages that flexible long-term capital provide to deliver optimal risk-adjusted returns net of fees.
OUR FOCUS
We thoughtfully combine public and select private market investments to balance long-term wealth accumulation with short-term income and safety, with a skew toward cumulative risk-adjusted outperformance
PUBLIC MARKETS
We seek to maximize the use of technology and market efficiency using low-cost passive vehicles to gain exposure to markets where active management isn't proven to add durable alpha after fees, while spending the majority of our active efforts in markets where it does
PRIVATE MARKETS
We believe select private market investments augment a traditional public market portfolio to offer diversification, attractive current income, and a favorable risk/reward profile
