Want to meet with us about our fund, an investment opportunity you have or service you provide, then here are some things you should know.
We are evaluating and making investments in everything from public equities and real estate, to precious metals, minerals and fractional shares in high-value artworks, to stakes in private and family businesses.
Our focus is on bringing a multi-generational approach to investing by creating strategies that balance appetite for risk and needs for ongoing liquidity, together with thinking about how to protect that wealth and assure a long-lasting legacy. This is where our assessment models and planning models come into play. It’s the process through which we identify risks and challenges that our investments might face, and create a plan on how to mitigate them to produce the ROI we need at risk levels we can tolerate.
We believe that every successful financial strategy starts with building an excellent understanding and relationship to the investment and its underlying assets. Our mission and values therefore focus heavily on building these understandings and relationships with every investment we make.
Our team of Managing Directors, Trustees and advisers have expertise in the systematic process of researching, developing, operating, maintaining, trading, rebalancing, financing and divestiture of income producing assets. This includes a deep capacity for performing detailed quantitative analysis of all costs, risks, and performance attributes. Our decades of experience includes working with the tools and technologies needed to track and manage these investments as financial fiduciaries for both public and large private banks, REITs, investment funds and corporate treasury departments.
To pursue the right goals you have to start with the right standards and practices. As financial fiduciaries we operate under a combination of regulatory and internal review requirements wrapped around our commitment to excellence. And, because we operate under the Uniform Prudent Investor Act, we're operating against a set of professional standards that guide our investment decisions and requires we perform careful analysis of risk versus return. We continuously monitor and assess all risk factors affecting our investments and make adjustments as needed.
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