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Who We Serve

Captive Insurance Companies

The long-term success of a captive depends on many things, not the least being a well-designed investment program. For over 30 years we have served captive insurance clients, designing bespoke investment solutions to meet their unique demands.


Our top-down/value-based strategies are designed to provide pensions an essential component of a well-diversified portfolio. For plans focused on long-term investment goals, our long-term approach is a natural fit.                                                                                                 

Individuals & High-Net Worth

Principal protection with an eye towards the future. our approach aims to protect investors from risks not adequately compensated for, while focusing on the long-term to help ensure future success.                                             

Endowments & Foundations

For over 30 years we have serviced endowments and foundations concerned with diversification and long-term performance. As most of our peers take a bottoms-up approach, our decidedly top-down strategies can often serve as a nice complement.