Our performance has been driven by two important strategies:
We design investment portfolios comparable to the successful Yale University endowment,* which uses both traditional investments (stocks and bonds) and private investments. This strategy offers the potential to lower risk and volatility while improving returns on the investment portfolio in today's diverse market environments.
We invest a great deal of time scrutinizing and selecting the right “strategic partners” to meet our clients’ goals and objectives.
* Compared to the Yale University Endowment, our portfolios tend to include more fixed income, less private equity, and less leverage.