
Solutions
From private clients to large institutions, we are attuned to our investors’ needs and have developed solutions to meet their goals
Customized Accounts
We create tailor-made solutions, working with you to understand your objectives, preferences, and constraints
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Getting to know you
- Understanding your strategic goals to develop target allocations and exposures
- Identifying risk/return parameters
- Designing a custom communication and reporting model that integrates staff, trustees, and investment consultants
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Designing your portfolio
- Defining strategic and tactical portfolio allocations to help meet your goals
- Developing and updating a pacing plan to model annual commitment levels
- Creating personalized performance and portfolio reports
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Ongoing collaboration
- Assessing commitment plans, integrating your total portfolio
- Identifying potential gaps in private equity exposures
- Refining the client service model as our relationship evolves

Commingled Funds
In 1995, we launched our first commingled fund, providing a simple solution for investing. Today, our diversified and specialized funds are designed to provide access to private businesses outside the traditional securities markets.