Who We Serve
Capital Stewardship
We have deep industry knowledge which adds value from day one. We are trusted advisors to our investors, portfolio companies and industry leaders; expertise and insight built over decades of specialization in the space. We have a diverse set of investors with nearly 50% adding to their initial investment.
Alignment
Transparency
Clear, open, and detailed communications are key to building relationships with investors
Institutional Investors
Our process has developed into a significantly scalable and resilient model. We leverage our expertise with an agile platform to provide a differentiated investment. Performance has exceeded sector benchmarks with notably less volatility and is a low correlation strategy that is able to act independently.
Individuals
Institutional process and expertise with a personal touch. Individuals and family investors benefit from our strategy and receive direct access to the portfolio managers. Focus on risk adjusted returns with tax impacts considered throughout the investment process.
Financial Institutions
Our core focus, community banks, are able to invest along side us; we have produced notable through the cycle returns and have outperformed bond portfolios with significantly lower draw-downs. 70% of our initial capital raised was from financial institutions, banks, bank holding companies and senior executives
Family Offices
Diverse set of holdings serves as an effective risk mitigation as we look to build an “all-weather” portfolio that performs across cycles. Strong client retention rate as we combine responsive service, a sustainable model, and notable returns.