We aim to achieve stable long-term asset allocation goals along with a willingness to accept relatively higher levels of short-term volatility in investment values for the purpose of higher long-term investment returns. A significant portion of the portfolio is invested in alternative investments.
Manager/project due diligence covers alternative asset classes and are sourced through our extensive network and reach within the investment community, as well as the broader investment bank capital introduction network. Investment team resources are used predominantly to seek external investment managers and co-investment opportunities that are intended to outperform the applicable asset class benchmark.
We offer consulting services to Family Offices on internal processes related to portfolio management, manager selection and performance reporting. We are investment professionals that are uniquely qualified to vet your needs, match appropriate solutions and work through implementation.
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 connecting investment partners, 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).
Tell us more about your goals, and we will get you started on a plan to achieve them.
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment
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