Investment Management

Our families guide our approach to investment management; we work to ensure each portfolio has the appropriate exposure across asset classes, enabling each family to achieve their goals.

Our investment management team has extensive experience in asset allocation, portfolio management, manager selection, strategic analysis, and diligence.

Further, our investment management team's decisions are informed by the broader group's expertise across public and private sectors, with an eye toward long-term economic growth trends, economic and political risks, and additional variables.

Solutions include:

  • Liquid and illiquid strategies
  • Fund and direct strategies
  • Listed and private strategies
  • Manager selection
  • Target return strategies
  • Target date strategies
  • Risk management