As your Outsourced Chief Investment Officer (‘OCIO’), we lead your investment program, but partner with your team of advisors and experts in all areas related to the complex management of your family office and portfolio.

25+ years of experience leading investment programs for families, endowments, foundations, pension funds and all manner of institutional portfolios.

A committed team of employees and outside advisors to bring the investment world to you, wherever you may be.

One common goal… to achieve investment success in a way that works for you, is aligned with your values, and allows you to have confidence in the sustainability of your program for years and generations to come.

More About Us

We provide private clients with clear communication, straightforward advice, and a commitment to their success. Our collaborative approach leverages the strengths of a diverse team, allowing each expert to excel. Our OCIO model offers two flexible structures to meet you where you are and help achieve your financial goals.

Full Retainer:

Family Office Support Services

Project-Based:

Goal Oriented Services

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Every investor and portfolio is unique. Whether aligning investments with values, complementing philanthropy, or maximizing wealth transfer, we avoid one-size-fits-all strategies. Our approach is built on decades of experience, tailored to meet diverse goals. The hallmarks of our programs are:

Stability:

Our success is built on patience and steady decision-making. While markets are volatile, our approach remains consistent, favoring gradual adjustments over reactionary changes.

Diversification:

We don’t diversify to add complexity or cost, but to include complementary investments that enhance overall portfolio stability. We evaluate each option based on liquidity, volatility, cost, and portfolio fit.

Elegance:

We prefer straightforward portfolios that everyone can grasp. While we manage the program, your understanding and ownership drive our shared success. Investments don’t have to be complicated.

Our clients are driven by a passion for giving back and supporting meaningful causes. We share that ethos and strive to do the same. Our founder, along with many friends, employees, and clients, actively believe in and practice giving back to the community. Below are some of the ways we give back.

Time:

we encourage our employees and partners to get involved.

Money:

we donate a percentage of our revenue to nonprofits aligned with our community, values, or areas of greatest need.

Expertise:

we volunteer by sharing our expertise with organizations that lack the skills our team can provide.