Manages fund-of-funds strategies and advises clients on multi-manager portfolio construction.
1987
Privately held, managed by family members and advisory directors.
Emphasis on capital preservation and less volatility than major indexes.
Fort Worth, Tx, United States
About
Mission
To avoid ordinary managers and hire world-class ones. Portfolio construction is a dynamic process aimed at achieving diversification, balance between returns, risk, and volatility, and the avoidance of major losses in down markets.
Values
Transparency, capital preservation, avoidance of conflicts of interest, and fiduciary responsibility.
Participant Demographics
Serves predominantly families and smaller institutions.
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Fort Worth, Tx, United States
Legal & Compliance
SEC
No major violations mentioned.
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