A partner to wealth advisors and their clients

We believe most investors can benefit from the attractive return profile and diversification benefits provided by exposure to private markets. These investments can work in harmony with traditional public equity and public fixed income to deliver better outcomes, regardless of the investor’s goals.

Just as investors should seek diversification within their traditional investment holdings, the same holds true for private markets. An investor’s private markets holdings should be well diversified across the full range of sizes, sectors, and geographies.

A diversified private equity allocation can serve as the investor’s core exposure and be complemented with satellite holdings in real estate, infrastructure, private credit, and other private markets investments to create a truly diversified approach to this important asset class.