Our Business

Since 1998, our objective has been to help qualified investors make informed investment decisions. Together we formulate long term investment strategies that usually benefit from the inclusion of alternative investments.

Selecting new managers, building individually tailored portfolios and monitoring ongoing performance are the core ingredients of our asset allocation offering. As investors, we complement our findings with research from outside providers with proven competence in our industry. A wide network of competent people is critical in the alternative investment space. Most of our investors require direct access to the person responsible for each decision and we are always available to articulate the basis of the recommendations we make.

Individual portfolios are held with leading custodians in the name of their beneficiaries or held on a dedicated SPC platform. The assets of each client are segregated from each other and our own. Portfolios are administered by leading service providers with all the checks and balances required to meet stringent professional standards.

Our job is to offer an informed and competent financial advice to investors seeking diversification opportunities, alternative sources of returns, and a process where investment risk is determined individually in accordance with their objectives. A more detailed description of our investment process is available in the secure section of this web-site.