Limited Number of Client Engagements
Our deeply held belief is that each client is unique. To understand each client’s needs requires substantial energy and time spent learning and understanding each client, including their specific goals, balance sheets, risk appetites, liquidity needs and special projects. Because we believe it is impossible to serve and implement custom solutions with integrity to a large numbers of clients, our goal is to serve only a limited number of companies.
We choose from what we believe are the best managers, vendors, platforms and solutions for our clients. This open architecture integrates components such as asset managers, FX traders, derivatives traders, relationship managers, private banks, custodians, execution agents and leverage providers. The selection of these vendors is centered on the needs and preferences of the client. For example, managers are selected on the basis of their contribution to the company, not on their willingness to pay commissions or finder’s fees.