We approach the management of each client’s investment portfolio in the same way a Chief Investment Officer manages the balance sheet of a foundation in order to meet its current, intermediate, and long-term requirements.
Our mission is to maximize the growth of our client’s wealth while ensuring its ability to satisfy their liquidity needs over all time horizons. In order to accomplish this we must fully understand our client’s resources, needs, desires, and goals.
Our process begins by developing a thorough understanding of every asset owned by the client, how each one interacts with the other and, most importantly, what risk and reward factors the entire portfolio presents to the liability side of their balance sheet.
For example, the interest rate sensitivity of a real estate portfolio might have significant implications for a large holding of private company stock, or the imbedded tax liability of a concentrated equity holding could dramatically impact how the rest of the asset portfolio is managed.
Although most wealthy investors do not carry debt, it is essential to view all types of their current and future expenditures as short and long-term liabilities.
To accomplish this, we build out a cash needs profile for each client by developing a long-range forecast of life-style objectives, retirement and elder care preferences, desired philanthropic and private support giving, and legacy goals.
Your investment portfolio
The investment portfolio is the bridge between the asset and liability sides of our client’s balance sheets.
Utilizing insights from scenario and payoff modeling, its role is to harmonize our client’s cash flows, facilitate the management and conversion of non-marketable investments, and produce capital growth by taking advantage of appropriate, timely opportunities which maximize the risk-adjusted potential of all their assets.
Our client’s unique financial profiles and needs drive their portfolio’s engagement in the markets. It is our responsibility to ensure that our client’s assets meet their liquidity needs and that opportunity is being appropriately integrated into their financial lives.
Turning intuition into knowledge
Above all else, it is our responsibility to keep our client’s balance sheet and cash flow models current, to educate and inform them, and to keep their expectations rooted in the performance of the mission we agreed upon..
To be successful, we help our client’s transform their intuitive understanding of their wealth into a dynamic and detailed knowledge of how their balance sheet is being used to meet their needs and provide for the future.
Our technology platform is the cornerstone of our firm. Its capabilities are transformative. Now we are able to aggregate all of our client’s assets—whether they be real estate, private company holdings, investments in private partnerships, or assets held by outside custodians and administrators.
We mirror complex holding structures and can run performance analyses of all types on every account level and by asset type, geography, or any number of customizable characteristics.
Performance reporting will be customized to best suit each client’s needs and all will be directly accessible through a private portal.
Our trading software enables us to leverage our investments insights on a fully customized, client specific basis and our platform is fully accessible by our team anywhere and anytime.