Investment Advisory and Alternatives

Our Investment Advisory arm provides independent advice to individuals and institutions including asset allocation, vehicle selection, portfolio monitoring, and manager selection. We work with you and your Advisor (s) to ensure that your goals are being met in a risk measured and cost effective manner (we seek to minimize fees and turnover).

We are also advisors to investment managers who desire to accelerate their growth in assets, institutionalize their business, or re-position their brand for a changing marketplace. We specialize in the alternative area, including Hedge Funds, Venture Capital, Private Equity, and Private Lending.

We have over 30 years in the investment and wealth advisory business and have managed, in aggregate, over $9B in assets. We have also served on large Institutional boards with aggregate assets exceeding $6B.

Our advice is independent, cost-effective and actionable. Some of our services are detailed below:


  • Design and Implement Asset Allocation Plan
  • Develop an Alternative Asset Allocation Strategy (Real Estate, Hedge Funds, Private Equity, Private Lending)
  • Source and Due Diligence Investment Managers and liquid vehicles including ETF’s, Smart Beta, Factor Premia Strategies
  • Source and Due Diligence Co-Investment Opportunities
  • Coordination with your Advisor on Investment goals and implementation
  • Institutionalization of your Family Office
  • Talent Recruitment
  • Selection and Assessment of your Wealth Advisor(s)


  • Institutionalize your Marketing Infrastructure
  • Develop a Marketing and Asset rating strategy including a target list of investors
  • Branding/Positioning
  • Product Development
  • Maximization of efficiency nad cost effective solutions for your Marketing team
  • Target list of viable investors
  • Talent recruitment
  • Market and Channel intelligence