You get a portfolio designed around your family, direct access to a CIO, and custom dashboards for transparency and reporting.
Bryce Webster, CFA
Families who have outgrown the private bank need more than a model portfolio and a relationship manager. Here is what we offer.
Your portfolio starts from your family’s goals and balance sheet, not a model allocation.
You work directly with the person making the recommendations. No layers of relationship managers.
See your entire balance sheet in real time, on your terms.
AI technology amplifies what we can research and also enhances reporting.
We don’t have any products to sell, so every opportunity is evaluated objectively.
These principles guide every recommendation we bring to the family. You always have the final say.
We source, research and underwrite opportunities alongside the family, drawing on a network of trusted managers.
Every position is rooted in fundamental, risk-reward analysis and has to earn its place in the portfolio.
A macro overlay and scenario stress tests show how the portfolio would hold up in a downturn before one arrives.
We identify durable long-term trends but invest only where fundamentals justify the price.
We look for non-consensus opportunities where fundamentals are improving and prices are low.
Tell us a little about your family or office and what you’re looking for. Based in the New York area, we meet clients and partners wherever they are.