Private Investments

We view direct investments as opportunistic, rather than programmatic; direct investments typically carry an increased risk profile and are not suitable for every investor. Each investment opportunity is meticulously evaluated, as are the people behind it.

Incorporation of multi-managed private investments offers broad diversification and asset allocation where our client partners gain broader exposure and risk reduction. Discussion of fund-of-fund opportunities is reserved for investors who become clients, as opportunities are proprietary.

We manage and operate several private funds in strategic alternative asset classes, such as life settlement, private credit and real estate. Access to these nonconventional investments widens the path for client value and risk mitigation.