We create, and manage, wealth. To help you achieve your financial goals, we place our clients into highly specialized investments that are not widely available to retail investors. Much like pensions and family offices, we actively seek out and research unique investment opportunities that are normally available only to institutional investors. These investments may include:
Combined with traditional bond and equity assets classes, we construct portfolios designed to perform on an absolute basis. Investments are made through DaVinci investment pools set up exclusively for our clients:
Our customized approach requires us to deal primarily with sophisticated clients who hold a minimum portfolio of $500,000. This minimum threshold allows us to create a fully diversified and balanced portfolio for our clients. Our high net worth client base and discretionary management authority gives us the scale and agility to rapidly deploy capital as opportunities become available.