Investments
Public and private investments, managed with full visibility into your complete financial picture. We're independent and hold no proprietary products, so every recommendation reflects what fits your situation.
PUBLIC MARKETS
The core of most portfolios.
Equities, fixed income, and cash, through managed and advisory accounts.
Built around your goals
Allocation aligned to your liquidity needs and risk tolerance.
Independent research
Managers and instruments selected from an open universe.
Ongoing oversight
Performance reporting and manager monitoring, adjusted when needed.
Your risk, your rules
Managed to your preferences, not a house model.
PRIVATE MARKETS
Access, with discipline.
Private equity and venture capital, private credit and direct lending, hedge funds, and co-investments alongside leading managers.
Hard-to-access deals
Includes opportunities too small for larger institutions to offer.
Sized to your portfolio
Weighed against your liquidity, time horizon, and overall allocation.
Selective by design
Most opportunities we review don't meet our standard.
Skin in the game
Our team invests alongside clients in many of the opportunities we recommend.
Private investments involve risks not present in public markets, including illiquidity, long holding periods, and loss of capital. They are available only to eligible investors and are not suitable for everyone.
HOW WE INVEST
One process, from policy to reporting.
Our process is disciplined, repeatable, and runs through our in-house Investment Committee. We start with the macro picture (economic conditions, interest rates, and geopolitical and regional trends) and work down to individual managers and instruments. Every decision is debated, documented, and defensible.
01
Define
An Investment Policy Statement sets your risk profile, liquidity needs, time horizon, and goals.
02
Allocate
Macro analysis drives the mix across equities, fixed income, currencies, and alternatives.
03
Select
Managers and instruments chosen through independent research.
04
Monitor
Credit quality, concentration, beta, and counterparty exposure, including held-away assets.
05
Report
Everything consolidated in Addepar, with full fee and net-return transparency.
Our goal
“Optimize for return. Minimize unnecessary volatility.”
An independent registered investment advisor providing family office and evolved wealth management services to families with complex needs.
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Registered Investment Advisor