For professional clients only
OCIO
Research-driven portfolio construction, private market access, and governance partners who operate at your pace.
Capabilities
- Asset allocation & portfolio construction
- Manager due diligence & monitoring
- Co-investments and secondary opportunities
- Liquidity planning, rebalancing, and trade execution
- Risk oversight and exception reporting
- Consolidated reporting and board-ready materials
- Ongoing communication on markets, tactics, and risks
Who we serve
We work with single family offices and private clients globally, providing customized portfolios, values-aligned implementation, and a service model built on independent advice and partnership.
Professional clients only. Not investment advice. See disclaimer.