OUR SERVICES
Portfolio Management Solutions
We specialize in providing consulting services to Family Offices, focusing on internal processes concerning portfolio management, manager selection, and performance reporting. Our team of investment professionals possesses exceptional qualifications to thoroughly assess your requirements, identify suitable solutions, and effectively execute them.
Optimal Hedge Fund Allocations
Our firm specializes in creating personalized hedge fund portfolio allocations that cater to the unique requirements of our clients. We leverage our extensive network and connections within the investment community to source top-notch hedge funds. Our investment team primarily focuses on identifying boutique investment managers who have the potential to deliver strong performance regardless of market conditions.
Advisor Consulting
Consult with single/multi-family offices and RIAs to create client performance reporting and analytics leveraging Addepar investment management platform
Our Team
MARK KRESS, CFA
FAMILY OFFICE CONSULTANT / PORTFOLIO MANAGER
Mark brings valuable portfolio management expertise, a record of building strong relationships, and experience employing risk management and asset allocation strategies to maximize risk-adjusted returns. His unique background includes identifying unique investment strategies, introducing techno
FAMILY OFFICE CONSULTANT / PORTFOLIO MANAGER
Mark brings valuable portfolio management expertise, a record of building strong relationships, and experience employing risk management and asset allocation strategies to maximize risk-adjusted returns. His unique background includes identifying unique investment strategies, introducing technology solutions, and providing research to support decision-making.
Mark holds a BS in Managerial Economics from the University of California at Davis, an MBA from the University of California at Berkeley Haas School of Business, and is a Chartered Financial Analyst (CFA).