Custom Portfolio Solutions

Tailored to meet needs of each investor. Stress-tested and quantitatively analyzed against risk tolerance and investment objectives.

All portfolios are not created equal. An efficient portfolio maximizes the expected return for any given level of risk. We use our proprietary research and analytics with the goal of creating efficient portfolios across the risk spectrum. All our portfolio solutions are diversified and stress tested to ensure they meet our standards. The investments that are selected undergo our due diligence process and are only used if our founders would consider them for their own personal accounts.

  • Engineered to be close to the efficient frontier
  • Structured to provide the best possible expected return for a given level of risk
  • Portfolio allocations developed using capital market assumptions based on modern portfolio theory
  • Managers undergo risk adjusted return comparison against peer groups across various metrics

We only work with individuals and firms that share our ethics and values.

Custody of Assets

Client assets reside in client’s name at Pershing, BNY Mellon

  • Independent 3rd party annual compliance reviews
  • Subject to Pershing, BNY Mellon and Envestnet compliance standards
  • Founded 1939
  • $1.8 Trillion of client assets in over 7 million accounts
  • SPIC Coverage plus additional insurance from Lloyd’s
  • Owned by BNY Mellon
  • Accounts are held in client’s name at Pershing
  • Founded in 1784 by Alexander Hamilton; Oldest US Bank
  • $33.6 Trillion assets under management & custody
  • Founded in 1990
  • Leading portfolio management platform with $1.4 Trillion¬†of assets across 6.9 million accounts
  • 3,500 employees worldwide
  • All Performance reporting and disclosures come directly from Envestnet
  • Adheres to Envestnet compliance standards
Pershing LLC, 21Q18 Pershing at a Glance (as of June 30, 2018)
Bank of New York Mellon, Company at a Glance (as of June 30, 2018)
Envestnet 2017 Annual Report