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Traditional Investments

Building a diversified and well balanced investment portfolio can be a complex process. But building a portfolio is about more than just choices. It’s about making the right choices designed for your organization’s specific investment objectives. We have the fiduciary obligation to invest in only what we believe makes the most sense for each of our fund management clients. Our investment professionals perform proprietary analysis and select investments from traditional asset classes by following our value investing philosophy. Then, we implement a customized investment mix and portfolio allocation tailored to each client’s investment objectives. Our traditional investment vehicles include direct access to:

  • The US stocks and American Depository Receipts (ADRs)
  • Treasury and Corporate Fixed-Income bonds.
  • Closed and Open-end mutual funds.
  • Global Exchange Traded Funds (ETFs).

Alternative Investments

Finding asset classes capable of providing the broadest range of diversification can be challenging. Alternative investments go beyond a mix of traditional investments such as stocks and bonds in creating a balanced portfolio. Diversification does not guarantee a profit nor protect against loss. Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests.

This product selection is available in order to help our institutional investors implement their rather more sophisticated investment approach. Our wide range of alternative investment choices are:

  • Real Estate Investment Trusts (REITs) offerings,
  • Funds of hedge funds
  • Listed Private Equity funds
  • Oil and Gas programs and
  • Other liquid alternative investment strategies