The Advantage of an External Investment Team
The largest investors often have the benefit of sophisticated internal investment departments led by a qualified Chief Investment Officer to design and manage their investment portfolios.
Unfortunately, most investors can’t maintain an internal team of this caliber. But if you recognize the value of having your portfolio managed by a team like that, then we’re here to serve.
We function in a fiduciary capacity as the external Chief Investment Officer for our clients. Our structure is similar to the investment departments of large, sophisticated institutional investors. Further, we have significant direct global investment experience. It’s experience that‘s increasingly valuable as the global economy becomes ever more relevant.