Portfolio construction for enduring wealth.

Our investment approach emphasizes diversification, risk management, and long-term capital appreciation.

Asset Allocation

MODEL PORTFOLIO ALLOCATION

Equities35%
Fixed Income25%
Private Equity20%
Real Assets12%
Cash8%
12.4%
5-Year Avg. Return
0.72
Sharpe Ratio
-6.8%
Max Drawdown
8.2%
Annual Volatility

Representative Holdings

Asset Class
Allocation
YTD Return
3Y Ann. Return
iShares MSCI World ETF
18.5%
+14.2%
+9.8%
PIMCO GIS Global Bond Fund
14.2%
+3.8%
+2.1%
KKR Global Infrastructure
10.8%
+8.4%
+11.2%
Swiss Re Real Estate Fund
8.5%
+4.1%
+6.7%
Vontobel Luxury Brands Fund
7.2%
+18.9%
+14.3%
BlackRock Systematic Fund
6.8%
-2.1%
+5.4%