Our Investment Strategy

Our performance has been driven by two important strategies:

Extensive diversification using private investments

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.

Using the right investment specialists

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.


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