Investing
Our Investment Philosophy
Markets reward patient, methodical investors
Today, investing offers more opportunity, and more complexity, than ever before. Broad market exposure has become increasingly accessible and cost-effective, while a growing array of strategies and structures present new ways to enhance returns, manage risk, and generate income.
Our goal is to help you navigate this ever-evolving environment by focusing on how your portfolio can serve you best in any given moment. We manage the program, but your understanding and ownership drive our shared success.
Income
Reliable cash flow brings flexibility and peace of mind. We emphasize dividends, interest, and other income-generating strategies to provide steady support for spending needs today while sustaining growth for the future.
Stability
Gradual adjustments beat reactionary changes. Patience and discipline help you seize opportunities and protect your wealth through market shifts, so you can stay focused on the long term.
Growth
Time is the engine of wealth creation. Through equities, private markets, and real assets, we seek long-term appreciation that aligns with your goals, balancing opportunity with thoughtful risk management.
Resilience
Markets and economies evolve, and so should your portfolio. By incorporating forward-looking investments and adaptable strategies, we help position you to navigate change and capture opportunity without losing sight of long-term priorities.
Investment Process
Custom portfolios: designed with diligence, executed with discipline
There are as many ways to invest as there are investors. With experience building hundreds of portfolios, we have refined our process to create and execute portfolios that deliver on your goals in all market conditions.
Listen
It all starts with a conversation around your goals. Straightforward strategies and transparent communication give you confidence in every decision.
Design
Armed with a deep understanding of your objectives, aspirations, and values, we design a portfolio that reflects them.
Execute
Your portfolio balances risk and return through thoughtful diversification. Complementary investments reduce risk and strengthen your portfolio without unnecessary complexity or cost.
Adapt
As market conditions shift, so do our strategies to keep them in line with your goals. Each option is chosen based on liquidity, volatility, cost, and portfolio fit.
Portfolio-Strengthening Research
Quantitative and qualitative insights that drive conviction
Your investment strategy is informed by decades of experience meeting with hundreds of managers and evaluating strategies. Through rigorous quantitative and qualitative research, we cut through the noise to curate the investment opportunities with the best opportunity to strengthen your portfolio.
The result?
Your investment strategy combines the best of both passive and active management: broad, low-cost exposure with tax benefits combined with carefully selected active managers who bring a clear edge.
Private Investing
Unlocking Growth Through Private Markets
As families increasingly look to private markets as an engine for long-term growth, we bring decades of experience building successful private portfolios for both institutional investors and families. Whether you’re starting fresh or expanding an established program, we’ll design a pacing model that aligns with your goals while maintaining diversification through a commitment schedule informed by our forward-looking investment calendar. Our expertise provides the confidence and structure you need to build a thriving private investment program.
Investing for Impact
Aligning Wealth with Purpose
Throughout our careers, we’ve partnered with clients who lead with values and use their wealth to create meaningful change. We believe your portfolio can be a powerful extension of your mission. By customizing a blueprint and toolkit around your philanthropic goals, we’ll help you align investments with purpose — maximizing both financial performance and social impact.
Why Tide Cycle
To us, our partnership is more than investment advice. It’s personal.
Great outcomes demand great partnerships. We’re dedicated to building an investment program that works for you, one that can grow, adapt, and thrive with you and your family.
Meet Our Team > >
Take the First Step
We’re currently taking on a select number of families and institutions. Let’s discuss how Tide Cycle can help steward your portfolio for long-term success.