Client’s
stated goals
The purpose behind the portfolio.
The Gulfstream edge
Invest with an edge.
Client-paid advice. Investment selection across public and private markets. Portfolios built around the risks that matter.
A wider opportunity set.
Disciplined selection.
Access is a starting point for evaluation.
We consider investment platforms, boutique investments and hedge fund managers through an independent advisory approach. Client objectives guide investment selection and portfolio construction.
Access, eligibility and suitability vary by investment. A broader opportunity set does not remove risk or make every investment right for every client.
A conceptual view of open architecture
Client’s
Investment
opportunity set
- Investment platforms
- Boutique investments
- Specialist managers
Evaluate.
Select.
Construct.
Gulfstream’s investment work.
A tailored
portfolio
Chosen investments brought together around the client.
Conceptual illustration. These are investment categories, not named affiliations, approved counterparties or allocations.
Risk contribution
A portfolio can look diversified by name while remaining concentrated in a small set of economic drivers.
Compensation and conflicts
Consider how advice and investment products are paid for, along with the potential conflicts those arrangements create.
Selection and fit
Evaluate the quality, structure, liquidity and role of each investment before considering its place in a portfolio.
Relationships & perspective
Experience informs
the questions we ask.
Our education, investment experience and relationships with family offices and endowments inform our research. They expand the questions we ask and the opportunities we consider.
Meet our peopleFind the flow.
Start with what you
want your capital to do.
Tell us about your goals and the investment questions you’re working through.
Start a conversation865.874.6248