Investing

We’ll educate you, set realistic expectations and manage your emotions through the ups and downs of markets.

Getting your portfolio right is about more than asset allocation, index funds, and asset manager selection. It’s about timeline, temperament and expectations.

We don’t use confusing ‘risk profile questionnaires’, and instead take a unique approach we’ve coined ‘intentional investing’.

For the right clients, we manage portfolio’s via a separately managed account (SMA). In short, this means that the portfolio is managed in a highly dynamic way to navigate changing investment & economic conditions, with an in-depth approach to assessing asset managers across performance, people, process and fees.  

For wholesale clients, we have access to private market opportunities across real estate private debt, private equity, venture capital, sustainable investments and more.