STRATEGIES

We offer the following equity strategies for foundations, endowments, and institutional clients throughout the world:

  • Small Cap Equity Strategy
  • Multi-Cap (“Partners”) Equity Strategy
  • Micro-Cap Equity Strategy

We also offer a Total Wealth Management solution for high net worth individuals, families, and their foundations:

  • Small Cap, Multi-Cap, and Micro-Cap Equity Strategies
  • Fixed income and yield instruments to generate income and manage volatility
  • Strategic planning and analysis for multi-generational estate management