Sub-Advisory

Sub-Advisory

Aligned and focused on the long-term

Our engagements are flexible because our capital partners have different investment objectives and structural considerations. Further, the quality of underlying cash flows influence the investment approach. We like to be aligned with our clients and are willing to take a principal position when possible. Currently, our portfolio of investments ranges as follows:

  • Equity
  • Structured cash flows
  • Private lending
  • Investment grade
We do not target the same investment for more than one partner at a time, though it is not uncommon for clients to work together on larger transactions.

Sub-Advisory

Third-Party Administrative Services