Investment Management

Investment strategies for entrepreneurial families

Private business owners often create significant wealth in their closely held enterprise. As they begin to divest, it’s important to develop an investment strategy to help preserve and grow their wealth outside of their business.

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What We Do

The problem we solve

Compared to the average investor, private business owners tend to have a more illiquid, concentrated, and tax-inefficient balance sheet. When developing an investment strategy, these risks can often be overlooked.

What We Do

How we solve it

We engage our clients early and often to develop and implement strategic investment plans that are aligned with their personal and business financial goals.

Emergency Liquidity

Our liquidity approach is designed to help you plan for and satisfy your short-term obligations. We can account for annual living expenses and tax payments, business funding during periods of economic hardship, and reserves to help mitigate forced or panicked asset sales during market downturns.

Lifetime Capital

Our lifetime investment approach helps structure a clear plan to accumulate wealth outside of your business and support your lifelong financial needs. We evaluate your entire balance sheet to develop an investment strategy with a low correlation to your business and an appropriate level of risk and return.

Legacy Wealth

Our legacy investment approach is designed to help you achieve your multi-generational goals. In conjunction with your estate plan and intrafamily structures, we develop an investment strategy with an appropriate level of risk and return to help accomplish your wealth transfer and charitable intentions.

What We Do

Our Services

We work with you in a dynamic and continuous process as your investment goals and objectives evolve.

Goal Discovery

We help you determine investment goals and objectives to build wealth outside of your closely held business. We can facilitate discovery meetings, evaluate your personal and business holdings, and review tax returns and estate plans to assess short- and long-term resources.

Portfolio Construction

We work with you to evaluate time horizons and determine appropriate levels of risk-return to meet your emergency, lifetime, and legacy goals. We advise on asset allocation and fund selection to help create an overall investment strategy that is in line with your investment objectives and risk profile.

Investment Policy Formation

We help you articulate your investment goals and objectives through the development of a written Investment Policy Statement (IPS). We provide clear guidelines to construct, manage, and monitor your investment portfolio.

Portfolio Monitoring

We watch over your investments with diligence and care while you manage your private enterprise. We periodically review performance relative to appropriate benchmarks, evaluate investment strategies and prevailing market conditions, and rebalance portfolios to help manage your risk.