As an OCIO for institutional investors, we recognize the value in clearly defining return objectives, risk tolerance levels and specific organizational constraints; aligning asset allocation with these objectives and properly mitigating risk; identifying and partnering with industry leading investment firms to implement and manage portfolios; delivering comprehensive, yet salient reporting and guidance; and achieving optimal investment results at a low total-cost and with the utmost fiduciary excellence.

We understand that most institutional investor objectives can be achieved by investing in conventional asset classes, such as long-only equity and fixed income. In limited cases, we’ve seen the alternative investment spectrum (i.e. unconventional investments) serve as a useful additive to achieving objectives and mitigating risks.