Creating, or Affording Access to, Alternative Investments
- Where the market does not provide the optimal means to invest in an asset category (real estate, hedge funds, private equity, venture capital and inflation hedge) we provide that access through private investment vehicles.
- Private investment vehicles typically have the disadvantages of being too specialized (concentrated risk), having unreasonably high fees and investment minimums, and offering little or no liquidity to investors even when it is feasible and sensible to do so.
- The private vehicles we utilize are designed and/or selected by us to avoid these disadvantages whenever possible. Note that we do not charge our clients for our costs in structuring and monitoring these investments, but bear them ourselves as an integral part of the services we offer.