Our Investment Platform

Extensive and comprehensive access to a broad array of investment options.

The financial markets have grown increasingly complex over the last 25 years. However, that complexity also creates opportunities for diligent, qualified managers to improve the efficiency of client portfolios. We seek to capitalize on the opportunities the financial markets offer when managing client assets by offering a broad platform of asset classes.

Broad Asset Classes

Cash Equity Debt Real Estate Commodities

Sub-Asset Classes

Taxable Developed Markets Public U.S. Government Debt Income Producing RE Energy
Tax-Exempt Emerging Markets Public Inflation-Linked Debt Non-Income Producing RE Other Natural Resources
  Private Equity Municipal Debt REITs Agricultural Products
    Investment Grade Debt   Currencies
    Non-Investment Grade Debt    
    Emerging Market Debt    

Absolute Return Strategies

  Long/Short Equity Fixed Income Arbitrage REITs Managed Futures
  Market Neutral Equity Distressed Debt    
    Leveraged Loans    
    Asset Backed Loans    
  Event Driven – Special Situations – Statistical – Convertible – Merger Arbitrage    
Global Macro – Multi-Strategy – Fund-of-Funds