Single or Multi-Family Offices
Consulting Services Offered
Full, outsourced CIO capability across discretionary and advisory investments in traditional and alternative asset classes.
Investment Policy Statement development and evolution.
Implementation of portfolio or platform-level top-down asset allocation strategy.
Onboarding, re-underwriting, and ongoing coverage of legacy and future holdings.
Investment manager sourcing and front-office due diligence.
Initial and ongoing operational due diligence.
Investment committee participation.
Manager and portfolio level quantitative analysis, portfolio optimization, sizing discipline, and reporting.
Sustainable/impact investment management and advisory services.
Concentrated stock management and diversification services.