Investment

Our Investment services begin with our asset allocation process where we match each investor's planned cash needs with the liquidity and investment time period of underlying investments. Whether the cash needs are provided by the investor or developed through our family office services, this process helps each investor maximize long-term portfolio return and strike the key balance between investment returns and short-term, mid-term, and long-term cash needs.

Once the asset allocation process is complete, we develop and implement investment strategies utilzing a a combination of public and private investments.

Our public investment portfolio management is a top-down process where we apply the economic outlook of United States and global economies to determine the favorable areas for investment and then implement investments in these areas. Underpinning our investment selections are certain global paradigms and demographic patterns that will play out over the next several years, regardless of what markets do today, next month, or next year. These areas include: global growth and infrastructure; healthcare, technology, and energy.

Our private investment portfolio has been developed with emphasis on a bottom-up process of analysis combined with developing a structure to the investment that will maximize the risk/return ratio for our investment. As such, we will often make mezzanine, preferred equity, convertible indebtedness, or similar structured investments in addition to pure equity investments.