The group has two main lines of business:

Where we assist ultra-high net worth families and single-family offices understand, balance and monitor risks across their balance sheets and investment portfolios, and support them in the management of their investments, from evaluation of investment products, strategies, and advisors, and reporting with robust clarifying visuals, to the design and management of the decision-making processes that underline their investment programs.

Where we apply our risk diversification approach to the alternative investment space: We advise single-family offices, brokers, and advisory groups on investing in alternative asset classes, including real estate, real estate debt, private credit, specialty finance, and hedge funds.

Additionally, we offer a suite of fund-of-funds that allow investors broad alternative sub-asset class, strategy and investment manager diversification, thorough strategy analysis, due-diligence, and on-going monitoring, and reduced operational complexities.

Our overarching mission is to improve investment portfolio outcomes by introducing rigorous risk management.