- Details
- Category: Consulting
Clients
Single Family Offices
For large family offices ($200 million +) we help provide external resources to your internal research and investment staff. Our dedicated team of professionals assist with asset allocation, manager selection and due diligence. We provide specialized industry, sector or project research upon request. We are flexible in our engagements and can work on retainer, per project or hourly to accomplish your goals.
Multi-Family Offices
We work with registered investment advisors and multiple family offices looking to provide their clients with customized exposure to traditional and alternative investments. Our advisor partners look to leverage the deep knowledge and experience of the Alpha Strategies team to provide their clients with exceptional investment opportunities. We can create customized fund of fund portfolios or merely help to create a platform of Alpha producing managers in both traditional and alternative asset classes.
Foundations
Often an extension of a family’s philanthropic goals, we work on the investment side to ensure the lasting success of the assets. We start with the investment policy statement and design an allocation which will provide for the annual distribution requirements while maintaining and growing the principal. We then develop a mix of managers that will provide stability of absolute returns while minimizing the volatility of the portfolio. Ongoing monitoring of the allocation and managers is necessary to maintain the integrity of the portfolio. We meet annually with the board to update them on the status of their portfolio and make any recommendations for changes in the allocation or managers.
Other Investors
We also work with accredited and qualified investors as well as institutional investors looking for help in managing larger pools of capital across the investment spectrum.
These other investors may include Public Pension Plans, Corporate Pension Plans, Endowments, Taft-Hartley Multi-Employer Plans, and Insurance Companies looking for external guidance regarding their diversified investment portfolio.
We do not work directly with retail investors. For those interested in individual portfolio management we can make referrals to experienced Advisors whom we have confidence in from our network of industry contacts.
