Custom-built, not off-the-shelf
Most advisors deliver a small set of risk-rated model portfolios from a third-party platform. We construct each allocation around the client's tax situation, liquidity needs, time horizon, and access to alternatives.
We build portfolios from scratch.
Most advisors deliver a small set of risk-rated model portfolios from a third-party platform. We construct each allocation around the client's tax situation, liquidity needs, time horizon, and access to alternatives.
A deep and diversified toolkit
Individual equities and ETFs
Direct ownership for tax-loss harvesting, factor tilts, and control
Custom model portfolios
Strategy-specific allocations tuned to client needs
Fixed income
Treasuries, corporates, munis, and structured fixed income
Private credit
Income-focused private debt with manager and structure due diligence
Private equity and venture capital
Vetted institutional and emerging-manager access
Regulation D offerings
Local and regional private placements we underwrite directly
Oil and gas
Direct participation programs reviewed for economics and tax treatment
Structured notes
Defined-outcome products used selectively
Real estate
Direct, syndicated, and fund structures
Every allocation answers four questions
Does it fit the client’s goals and risk capacity?
Does it fit the client’s tax situation, especially when coordinated with OTG?
Does it offer something the public markets do not?
Does the manager, structure, or sponsor pass our due diligence process?
Important Disclosure
Alternative investments involve liquidity restrictions, complexity, longer holding periods, and risk characteristics not present in publicly traded securities. Many alternative investments are limited to accredited investors or qualified purchasers and may not be suitable for every client.
Let's talk about your portfolio
Whether you're evaluating your current allocation or starting from scratch, we'll walk through what a custom-built approach looks like for your situation.