Our performance has been driven by two important strategies:
Extensive diversification
We design investment portfolios comparable to the successful Yale University endowment,* which uses both traditional investments (stocks and bonds) and non-traditional 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 “financial subcontractors” 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.
