Investors

Drawing on 25 years’ investment experience as an asset allocator, consultant, fund of funds manager and principal, Jim Hedges and his team work with substantial families and institutional investors vetting investment opportunities in a broad array of strategies to create bespoke investment allocations. 

Whether it’s identifying a single manager in a new sector or building a multi-billion dollar portfolio of alternative investments, we have helped define best practices and some of the most thoughtful due diligence tools in the field. 

Our process and experience, through invited expert testimony, has informed the creators of The CAIA Charter, the Securities & Exchange Commission, The Bank of Japan and The United States Congress, as well as scores of clients.  As an expert resource on alternative investments for outlets ranging from CNBC’s Squawk Box to Barron’s to ABC’s 20/20 to The New York Times, our insights help our clients make informed, thoughtful decisions and avoid costly errors.  We have an incredibly deep track record of identifying winners early and averting disasters. 

Our clients include:

High Net Worth Individuals, Registered investment Advisors, Private Banks, Ivy League Endowments, State Pensions, Private Family Offices and Insurance Companies. 

 

Service Offerings:  

Education on Investment Opportunities

Due Diligence Services

Professional Reference Checks & Psychological Profiling

Quantitative Analysis & Risk Modeling

Operational Due Diligence

Portfolio Construction 

Investment Portfolio Monitoring