Managed Accounts with Healthcare Exposure

In-depth Exposure to Healthcare

Exposure to the latest in gene therapy, CAR-T, RNA interference therapy and many more specialized areas of biomedical R&D. Our portfolios are designed strictly to ensure allocation in your preferred areas inside the healthcare sector.

Customized Advisory Services

Our focus remains on each of our clients. As fiduciaries, we take each of our clients necessities into account, customizing our strategies to help each client achieve their intended investment objectives. Our team provides ongoing monitoring, allocation and re-balancing of the managed portfolios, while maintaining an active management to fully cover market factors to our client’s commodity.

We provide fiduciary services to:

• Individual Clients

• Trusts

• Pooled Investment Vehicles (e.g. Hedge Funds, Mutual Funds, Direct Participation Programs, etc.)

• Institutional Investors

• Small Businesses

• Family Offices

A Tailored Experience

Our tailored experience combines our sophistication in the financial industry with our expertise in the healthcare sector, together with active risk management to attend each of our client’s goals.  We work with a set of talented analysts and portfolio managers to protect capital and limit potential downside.