We are fiduciaries not asset aggregators. We are confident that we can curate portfolios of best-in-class managers that generate attractive returns. Invest what is meaningful to you.
We want you to reach your full return potential. Sales loads are transaction fees that reduce the size of your initial investment and erode returns.
We curate portfolios based on track record and merit only, We don't get paid marketing fees and we dont let a firm's branding override our three-phase diligence process.
We partner with a multi-trillion dollar investment advisor to help bring institutional-grade diligence to your portfolio.
Every opportunity we offer goes through a rigorous primary research process to ensure its quality. This due diligence covers everything from market attractiveness and investment track record to cybersecurity risk.
We also perform primary analysis including bespoke performance modeling, onsite interviews with investment teams, and reference checks. You benefit directly from out commitment to investment excellence.
Our teams' networks and our partnerships enable us to source allocations from many legendary fund managers. That recognition is never factored into nor is it ever a substitute for our diligence process.