Is Your Student’s Data Safe? Best Practices After the Canvas Breach
May 8, 2026
By Anna McDonald, Director of Family Learning As students prepared for finals this week, Canvas, the p...
A balanced approach to
Our goal is to protect your wealth while pursuing growth. We tailor asset allocation strategies to your timeline and risk tolerance, using a disciplined approach to help you avoid panic and euphoria that can hurt results.
Our investment process
Our investment process begins and ends with you and your family. Our portfolios are designed to increase the potential for realizing your goals today and into the future.
Define Goals
Formalize Investment Policy Statement
Construct Portfolio
Monitor Results
Understanding your wealth’s purpose
Setting investment objectives and constraints
Determining asset allocation and selecting managers
Tracking results and ensuring consistency with your investment plan
INVESTMENT SELECTION
Investing for Family Office clients is uniquely different than investing for a typical family. Extended time frames, reduced needs for liquidity, and access to private investments create additional opportunity. Our resources and size afford us special access to opportunities in both public and often exclusive private markets. We apply a rigorous and objective due diligence process to select the best investment solutions and managers to meet your family’s unique objectives.
Public Markets
Passive & Active Investments, Tax-efficient Strategies, Direct Securities, ETFs, Mutual Funds, Separate Account Managers
Private Markets
Venture Capital, Private Equity, Private Debt, Private Real Estate, Hedge Funds, Direct Investments, Multi-manager Funds
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
Market Update – Spring 2026
April 21, 2026
“The big money is not in the buying and the selling, but in the waiting.” – Charlie Munger Private mar...
April 2026 Market Update
April 9, 2026
Quarterly Letter “There was a reviewer who wrote that my pictures didn’t have a beginning or an end. H...
The Vacation Home: More Than A Property
March 9, 2026
By Anna McDonald, Director of Family Learning Family vacation homes have an emotional connection unlik...