Fulfilling an impactful and enduring mission requires investment management centered on defining and managing risk.
Managing investments is more about risk management, than return management.
By actively seeking to not lose big, we believe that investors will be better off in the long run.
Consistent returns and capital preservation are hallmarks of the Defined Risk Strategy (DRS).
By defining and managing portfolio risk through full market cycles, our innovative and time-tested investment strategy is distinctly suited for helping foundations, endowments, and nonprofits sustain the good work they do.
Our Defined Risk Strategy (DRS) is applied to many asset classes and can be accessed via several structures based on the organization’s unique mission, investment policy, and operating situation.