Skip to content
From private clients to large institutions, we are attuned to our investors’ needs and have developed solutions to meet their goals

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

  • 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
  • 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
  • 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
Decor
Commingled Funds

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.