Our approach to investing uses what are called protective alternative investments (AIs). University endowments like Harvard and Yale pioneered the use of AIs and over time, they’ve become the preferred investment class for both wealthy and super-wealthy investors. Our job is to research and select AIs that we believe will be protective and productive through bull markets, bear markets and even recessions. We then make them available to accredited investors, small businesses, and family offices. Over the past 22 years, this has become the specialty of our firm. More specifically, as shown below, long/short funds are at the heart of our alternative strategy for building portfolios that perform in all markets. We invite you to take a closer look.
If you’re looking for a safer, more reliable, more productive way to invest along with state-of-the-art tools for impact investing, insurance planning, estate planning and charitable giving, let’s have a talk.