Investments
Investments
How We Build Portfolios That Last
Our Philosophy
The Principles Behind Every Portfolio
Our investment philosophy is grounded in three convictions. First, that endowment-style, multi-asset portfolios deliver better long-term outcomes than traditional stock-and-bond allocations — but must be adapted for taxable investors. Second, that taxes are the largest controllable drag on wealth creation, and managing them systematically is one of the highest-value things an advisor can do. Third, that access to the right alternative investments — private deals, emerging managers, and special situations — can meaningfully enhance returns and reduce correlation to public markets.
These convictions shape every portfolio we build.
Our Process
Built Around Your Inflection Point
Our portfolios are structured to maximize after-tax returns from day one, drawing on the full range of strategies in our toolkit: long/short tax-loss harvesting, broad index exposure, alternative investment access, and hedging solutions where appropriate.
Our Core Strategies
Tax-Aware Long/Short
Our core equity allocation strategy provides broad index exposure — benchmarked to the S&P 500, Russell 1000, Russell 3000, or MSCI World — while systematically generating capital losses through a disciplined long/short process. The result: meaningful after-tax alpha that compounds over time.
Alternative Investments
We provide access to exclusive alternative investments that most individuals cannot access on their own — including private deals in high-growth companies, emerging manager seeding opportunities, and special situation tactical strategies.
Single Stock De-Risking
For clients with significant wealth concentrated in one position — whether from equity compensation, an IPO, or a long-held investment — we design customized de-risking plans that address concentration risk, manage tax exposure, and transition into a diversified portfolio on a timeline that makes sense for your situation.
Hedging & Derivatives
For clients who need to protect a position without triggering a taxable event, we employ institutional options strategies including collars and prepaid variable forwards. These tools require access to institutional-grade platforms and expertise in derivatives structuring — capabilities our team has built through careers at Goldman Sachs, PIMCO, and Simplify Asset Management.
How We Select Managers
Institutional Rigor. Every Time.
- Benchmark exposures and index availability
- Leverage and tracking error options
- Historical pre-tax alpha and the process behind it
- Tax loss realization potential at various tracking error levels
- Funding flexibility and operational customization
- Net cost of financing including short rebates
- Management fees across tracking error levels
- Manager experience and AUM in leveraged long-short strategies
- Ability to navigate adverse markets and left-tail events