Mandates & Minimums
Select the portfolio sleeve that mirrors your objectives, liquidity preferences, and appetite for growth. Each mandate includes institutional reporting and active oversight.
Foundation
Entry-level managed portfolio focused on capital stability and steady cash flow. Ideal for clients building their first diversified allocation under our team’s supervision.
Growth
Balanced multi-asset allocation blending public equities, credit, and thematic satellite ideas. Designed for investors seeking a higher growth slope without sacrificing liquidity.
Premium
Bespoke allocation for qualified investors, including private credit, infrastructure, and tactical hedges. Includes priority access to the investment desk and tailored reporting packs.
Elite
Flagship co-investment program providing access to proprietary deals, secondary allocations, and opportunistic trades. Tailored for ultra-high-net-worth investors and family offices.
Ready to Open a Mandate?
Share your objectives and we will match you with the right strategy, onboarding team, and reporting package to keep every dollar accountable.