Investment Management
Investment Management
Our investment process is institutional in discipline and personalized in execution. We emphasize asset allocation, diversification, and rigorous manager due diligence while remaining fully independent of product conflicts.
Asset Allocation
We evaluate holdings across equities, fixed income, cash, real estate, and alternatives to set a strategic policy mix. Tactical tilts are considered when they are supported by risk-adjusted evidence and client-specific objectives. Our philosophy is simple: only invest in assets you understand and can reasonably value.
Manager Selection & Oversight
We screen managers using performance quality, risk controls, fees, and strategy capacity. Deep-dive interviews test process repeatability and alignment of incentives. Ongoing monitoring triggers replacement when a superior, risk-aware option is identified.
Performance Reporting
Customized reports map results to benchmarks, goals, and drawdown limits. We separate market effects from manager skill and cost drag to isolate true value added. Reporting can be delivered directly to you and, where appropriate, your family office.
Stock Concentration Strategies
Large single-stock positions raise volatility and downside risk. We design structured diversification plans using staged sales, option overlays, and charitable techniques when suitable. The aim is to reduce concentration without creating unnecessary tax friction.
Consolidated Reporting
We aggregate transactions and valuations across managed and non-managed accounts to present a unified wealth view. This improves decision quality and ensures that risk, liquidity, and costs are measured consistently. You see the entire portfolio—clearly and in context.
Private Equity Monitoring
Illiquid investments require continuous oversight. We track capital calls, distributions, NAV progression, and fund metrics versus pro formas. Portfolio pacing and diversification are evaluated to keep long-horizon exposures aligned with liquidity and return targets.
After-Tax Return Analysis
Headline performance does not equal realized wealth. We analyze returns net of taxes and fees to determine true progress toward objectives. Recommendations prioritize tax-aware asset location, harvesting, and withdrawal sequencing.