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Our Firm

For 20 years we have used our investment judgment to build customized, multi-asset class portfolios. We manage assets for families, endowments, and foundations. We strive to generate superior investment performance for our clients, within the context of our clients' objectives, risk parameters, and constraints. We stress rigorous, independent, and unbiased research. We value:

RESULTS

Our experience and judgment creating customized portfolios for families, endowments, and foundations has led to superior long-term investment results.

INTENSITY

We pursue your goals with a single-minded focus.

TRANSPARENCY

We are a proudly independent firm—employees own the majority of the company and we believe deeply in putting clients' interests first.

CREATIVITY

We believe great opportunities often lie outside conventional thinking.