Investment Portfolio
Passive income that replaces your operating income. Permanently.
You didn't build a company by following a model portfolio. Your wealth shouldn't be managed that way either. We build investment architectures that generate income, compound capital, and adapt to regime changes — not calendar dates.
Portfolio Construction
Regime-switching models that adjust allocation based on macroeconomic state — not calendar rebalancing. Tail risk frameworks that protect against the scenarios traditional models pretend don't exist. Liquidity planning that ensures you never sell at the wrong time.
Separately Managed Accounts for direct ownership and tax-loss harvesting. GP Stakes funds that monetize your network by investing in the managers themselves. Prop desk strategies for founders who want to stay active in markets.
Income Architecture
The goal: passive income that replaces your operating income permanently. Without touching principal. Without praying the market cooperates. We build income streams across fixed income, real assets, private credit, and structured products.
High-growth portfolio targeting 25%+ CAGR net. Income portfolio targeting 10-12% net. Both wrapped in tax-efficient structures that let the compounding run uninterrupted.
Capabilities
- Regime-Switching Models
- Tail Risk Frameworks
- GP Stakes Funds
- Private Credit
- Real Assets
- SMAs
- Alternative Investments
- OCIO Services