Independent Registered Investment Advisor providing wealth advisory and outsourced CIO/CSO services to high-net-worth families and foundations.
2009
Privately held.
Dynamic rebalancing based on macroeconomic cycles to manage risk effectively.
New York, Ny, United States
About
Mission
Portfolio designs should be dynamic, adapting to shifts in macroeconomic conditions for superior investment performance.
Values
Multi-generational wealth education, macroeconomic discourse, and collaboration with unaffiliated managers with superior historical performance.
Participant Demographics
High-net-worth and ultra-high-net-worth families, foundations, endowments, and institutional clients.
Track Record
Team Experience
CIO has been advising Dr. Henry Kaufman’s Family Office since 1997.
Notable Achievements
Managing $1.7 billion for 15 clients as of 2021.
Get Full Profile
Access complete investment history, team details, portfolio companies, and direct contact information.
Unlock Full AccessHeadquarters
New York, Ny, United States
Legal & Compliance
SEC-registered.
Disciplinary history may exist.
Access 150,000+ investor profiles
Get complete access to our database of investment firms with detailed profiles, contact information, investment preferences, and AI-powered matching.