Investment Management
Our Approach
Each portfolio is tailored to reflect a client’s unique financial circumstances—including concentrated stock positions, legacy holdings, tax sensitivities, and multigenerational goals—while aligning with their risk tolerance and liquidity needs.
Through our proprietary Efficient Architecture® process, we integrate in-house expertise with high-quality external managers to build globally diversified portfolios across asset classes.
How We Invest
Portfolio managers and advisors collaborate closely through a disciplined, transparent investment approach that combines fundamental analysis and selective diversification to deliver tailored strategies aligned with each client’s goals and market conditions.
Brian Pollak
Partner, Portfolio Manager
INVESTMENT CAPABILITIES
Asset class
allocation intent
sample assets
Cash
Anticipate spending needs and future investments
- Cash Management
- Money Market Funds
DEFENSIVE ASSETs
Preserve capital and provide current income
- Taxable Bonds
- Municipal Bonds
Enhance total returns through credit risk exposure while minimizing interest rate risk
- Floating Rate Bonds
- High-Yield Bonds
- Distressed / Stressed Credit
- Credit Hedge Funds
Offset risks to which traditional allocations of bonds and diversified stock portfolios are vulnerable
- TIPS
- Gold and Commodities
- Foreign Bonds
- Liquid Alternatives
- Multi-Strategy Hedge Funds
- Cryptocurrencies
Incorporate all growth-oriented assets
- Core U.S. Equity
- Small Cap U.S. Equity
- International Equity
- International Small Cap Equity
- Emerging Markets Equity
- Long / Short Hedge Funds
PRIVATE MARKET ASSETS
Allocate to investments with potential for high-growth returns
- Private Equity
- Venture Capital
- Private Real Estate Investments
