- Category: Consulting
We diversify client assets among equity, fixed income and cash instruments using both separate accounts and hedged structures. We allocate strategically based on market cycle analysis and economic forecasting and also tactically based upon opportunities that arise from market dislocations.
Through our relationships with substantial families nationwide we are aware of many private investment opportunities. Through our personal relationships and knowledge of family interests we are able to provide introductions between motivated sellers and interested buyers in a number of industries. Often these deals are handled directly between the two parties ensuring the privacy of the families and the transaction. Our role is primarily as an intermediary but we are often engaged to help with industry research, due diligence or as investment bankers to the transaction. All banking transactions are handled through an an outside broker/dealer.