OFFERINGS

Service Levels

Portfolio Management

Portfolio Construction
Trading
Rebalancing
Performance Reporting

Portfolio Management with Private Market Access

Portfolio Management
Source, evaluate, and carefully monitor private market investments*
Education on all asset classes, fund structures, manager selection, and the due diligence process for private market investments

Family Office

Portfolio Management with Private Market Access*
Coordination with Legal, Tax, and Accounting Teams
Family Governance and Legacy Planning
Investment Policy Development
Comprehensive Budgeting and Financial Reporting