Our Investments
We approach investing through the lens of tax efficiency, the balance of risk versus reward, and compounding wealth.
A Forward-Facing Investment Platform
1.
Eye on the Future
A new investing model for moving wealth forward. In an ever-evolving world, building durable wealth by creating and underwriting tomorrow's opportunities.
2.
Wisdom
A team of former Fund Managers, and OCIO and Family Office leaders with decades of collective experience managing billions in complex strategies.
3.
Due Diligence
Our rigorous process leaves no stone unturned. A deft mix of quantitative and qualitative analysis moves opportunities from idea to investment.
4.
Investing for You
Our expert team provides private clients and advisors with tailored asset allocation and alternative investment portfolios designed for their financial needs.
Portfolio Solutions
Asset Class Diversification
Our platform sources, filters, and underwrites investments across multiple asset classes, integrating risk management and strategic portfolio construction into a comprehensive solution.
Customized Access
The STP portfolio is structured around both income and growth, with each portfolio offering a carefully selected mix of diversified, niche, and capacity-constrained investments.
Differentiated Returns
STP redefines traditional portfolio construction by allocating to assets with lower risk and higher return profiles, low correlation, and with tax-efficient attributes that create stable and long-term growth. ​​
Tax Efficient Portfolios
A Hidden Driver of Compounding
STP portfolios are designed to maximize after-tax returns through structuring, proactive tax-loss harvesting and a selective use of insurance and partnership vehicles. From private markets to public equities, every investment is evaluated through a tax-efficiency lens to deliver superior net outcomes for our clients.
Fixed Income
Public Equities
Liquid Alternatives
Private Credit
Private Equity
Real Assets
Real Estate
Venture Capital
