Customized Investment Portfolios

Just for You

We create customized portfolios, also called separately managed accounts, to deploy a client’s capital towards impact and financial goals. These portfolios cover investments across all asset classes – not only public equities, fixed-income instruments and funds but also private debt and private equity investments.

Portfolios can be managed on a full discretionary, semi-discretionary or non-discretionary basis. Under a non-discretionary mandate, we act as fiduciary portfolio manager and are responsible for pipeline, investment recommendations, trade execution/investment paperwork, impact and financial reporting, custodian management, and any other administration required. All investment selection decisions are made by clients.

We will collaborate with you to understand your needs and then identify and monitor investment opportunities, conduct due diligence and administer capital placement. Our investment strategies target both impact and financial performance, designed to meet your preferences, missions and goals. And our integrated reports echo that commitment – monitoring your portfolio’s impact and financial performance.

Minimum portfolio size: $5 million

Private investment options:

  • Venture capital, private equity, debt, real estate, alternatives
  • Highly specialized impact funds
  • Select co-investment opportunities
  • Deal sizes typically $250K – $2M+

Public investments:

  • Concentrated global equities
  • Green or social bonds
  • Fund manager selection

 Please contact us to learn about our fees.