We build endowment-style portfolios with a focus towards sourcing and underwriting high quality alternative investments. Alternatives can improve a balance sheet, or they can be a source of pain if liquidity is not controlled and due diligence is suboptimal.

Diversification is core to our approach, but we are careful not to over-allocate, which mutes returns, creates redundancies, and unnecessarily increases costs.

Asset allocation is the main driver of returns, so we spend considerable time upfront architecting the proper portfolio design. This provides us with an accountability framework, as well as a roadmap for evolving client needs.