Private Equity & Hedge Funds
A Broader Toolkit for Complex Portfolios
Traditional public-market investments don't always meet the needs of a complex portfolio. For clients where it's suitable, we provide access to private equity, hedge funds, and other alternative strategies expanding the toolkit beyond public markets, not replacing the discipline that governs the rest of your portfolio.
Where This Fits
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Diversifiers - Hedge funds, private credit, art and other strategies designed to behave differently from traditional stocks and bonds.
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Real Assets - Real estate, infrastructure, and commodities.
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Private Equity - Venture capital, growth equity, and secondaries.
What We Evaluate Before Recommending Any Allocation
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Diversification - Whether it genuinely complements the rest of your portfolio, rather than duplicating exposure you already have.
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Liquidity - Many private strategies involve multi-year commitments (often 7–10 years); we confirm that fits your broader liquidity needs first.
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Tax Impact - Structures like K-1s and pass-through income carry their own tax considerations, which we coordinate with your CPA.
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Values Alignment - For clients who prioritize it, ESG and personal-impact considerations.
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Family Dynamics - How an allocation fits your estate structure and asset titling.
Independent Access
As a fiduciary, independent advisor rather than a fund distributor, we evaluate alternative strategies against your specific goals rather than a sales relationship with any one fund.
Alternative investments carry their own risks including illiquidity, complexity, and less regulatory transparency than public markets and aren't suitable for every client or every portfolio. This sits within our broader investment approach; see Investment Philosophy for the full framework.
Wondering whether alternatives make sense for your portfolio?