Private investments
Extensive Due Diligence
We believe our ability to provide extensive due diligence on private investments sets us apart from most independent wealth management firms. As fiduciaries, our due diligence emphasizes the following:
Investments are recommended in the context of our clients’ objectives, risk profile, and investment horizon.
Recommendations and risks are communicated so that they can be easily and thoroughly understood.
Our due diligence focuses on evaluating five key tenants:
Purpose, People, Process, Product & Performance
Providing Clients with Actionable Recommendations
Executing on our due diligence is focused on one main outcome: providing our clients with an actionable rating on whether or not to invest in a particular alternative investment. We have developed not only a process for filtering down a large amount of deals to a select few opportunities, but also an actionable rating system to assist our clients in making an informed investment decision.
Types of Private (Alternative) Investments
We have substantial experience evaluating a number of alternative and private market investments, including:
Private Equity
Private Debt
Venture Capital
Hedge Funds
Real Estate Funds
Direct Real Estate
Infrastructure Leasing
Impact Funds