Investment Management

Modern Portfolio Solutions for Investing in the New Economy


Thematic Allocation Portfolio

A hybrid of Thematic and traditional investment strategies that focus on public companies that we expect to be the leaders, enablers, and beneficiaries of disruptive innovation. Strategies aim to deliver long-term growth with low correlation to traditional investment strategies.


Megatrends & Innovation Disruption Portfolio

Aims to identify macro-level trends, and the underlying investments that stand to benefit from the materialization of those trends.


Custom Solutions Portfolio

Offers comprehensive, full-service discretionary investment management tailored to the specific needs and requirements of each client.  

“An investment in knowledge pays the best interest.”Benjamin Franklin