We Strategize

We create diversified portfolios positioned for the long-term and built on an asset allocation that reflects each client’s objectives and risk tolerance.

Jake Schutt

Active Asset Allocation

Active Asset Allocation

When constructing your portfolio, we follow an asset allocation that’s in sync with your objectives, income and liquidity needs, time horizon, and tolerance for risk. We use qualitative and quantitative analyses to make strategic investment decisions, considering the impact of economic cycles as well as your specific needs and life stage. We monitor your portfolio and adjust its allocation to capture opportunity as financial markets and economic trends evolve and as your investment goals change. 

Risk & Reward

We believe that not all asset classes are created equal. We think about asset classes from not only a return perspective but also a risk perspective and diversify with satellites and alternatives to help reduce core equity risk concentration. By combining asset classes with lower correlation, we help reduce unnecessary risk while still providing returns.  

Alternatives

Private Equity

Private Real Estate

Private Hedge Funds

Daily Liquid Alternatives

Strategic Satellites

Emerging Market Equity

Intn’l Small Cap Equity – ExUS

Intn’l Public Real Estate

US Public Real Estate

Emerging Market Debt

Local Emerging Market Debt

Global High Yield

Bank Loans

Commodities

Core

Equity (return generating)

Fixed
Income
(risk management)

Disciplined Due Diligence

Disciplined Due Diligence

Working with innovative industry partners, we manage and monitor your investments at both the macro and micro levels to support a well-diversified portfolio. We evaluate each investment management approach to help ensure it’s following its objectives. In addition, we apply independent research at the individual security level to confirm that a portfolio is adhering to its determined guidelines and objectives.

Relevant Reporting

Knowing what you own, why you own it, and how your investments are performing against your goals and their relative benchmarks are central to successful investing. Through cutting-edge performance reporting software, we prepare detailed, transparent reports of your assets – including those held elsewhere – and your fees. Your consolidated reports are organized so you can easily understand your overall financial picture and make educated decisions. We provide both quarterly and year-end reports so that you stay both informed and engaged.