Portfolio Advisors' goal is to work closely with our clients to help them achieve superior, long-term private equity and private real estate returns through strategic program design and effective implementation of an investment plan. Our senior investment professionals spend time and listen to our clients' specific investment objectives and structure a flexible advisory relationship either on a discretionary or non-discretionary basis to meet their needs. We seek to maximize private equity and private real estate portfolio performance while minimizing risk through diversification and the careful selection of high quality investment managers.

Our private equity and private real estate advisory services include: 

            Ø      Serving as an extension of staff

Ø      Developing both strategic and tactical investment plans

Ø      Creating target portfolios

Ø      Sourcing top-tier investment opportunities

Ø      Screening and performing due diligence

Ø      Executing recommendations -  discretionary or non-discretionary

Ø      Assessing secondary acquisitions and dispositions

Ø      Monitoring and reporting on portfolio performance

Ø      Conducting educational workshops

Ø      Performing special assignments and ad hoc studies