Home/Services
Two ways we put your portfolio to work
Investment management for every account you hold, and independent judgment on the opportunities a standard platform won’t evaluate. Both start with your plan, not the market.
Choose where to start, or use both together
Most clients begin with Investment Management. Alternatives can sit inside that portfolio, or we can evaluate a single opportunity on its own.
Investment Management
Active, plan-driven management of every account you hold, from company plans to personal accounts, built around your personal rate of return.
- A risk assessment across all of your accounts
- Portfolio analysis and stress testing
- Ongoing research and active management
Alternative Investments
Independent evaluation of the opportunities you bring us, alternatives inside managed portfolios, and private markets access for accredited investors.
- Private equity and private debt
- Hedge funds, real estate and energy
- Liquid alternatives in your portfolio
How the two services compare
| Investment Management | Alternative Investments | |
|---|---|---|
| Best for | Founders, executives and families who want every account managed as one strategy | Investors weighing an opportunity off the standard platform, or adding alternatives to a managed portfolio |
| What it covers | Company plans, brokerage accounts, IRAs, trusts and equity grants | Private equity, private debt, hedge funds, real estate, energy and liquid alternatives |
| Who can use it | Clients with at least $500,000; householded accounts are combined | Evaluations for clients and prospective clients; private markets access for accredited investors only |
| How we’re paid | Annual asset management fee from 1.20% down to 0.20% as assets grow, billed quarterly. See the calculator | Independent evaluations are billed at an hourly rate |
| First step | A complimentary 90-minute Discovery Meeting | A complimentary 90-minute Discovery Meeting |
How we work together
Discovery Meeting
90 minutes to learn how you invest, and whether we fit.
Engagement
Paperwork, accounts and transfers, handled for you.
Risk Assessment
The risk across your company plans, personal accounts and private investments.
Portfolio Analysis
We research and stress test your whole portfolio, liquid and illiquid.
Recommendation
Account-by-account recommendations that work as one strategy.
Alternatives
Optional: private and public alternative strategies.
Common questions
Do I have to use both services?
No. Most clients start with Investment Management. Alternative investments can be added to that portfolio later, or you can ask us to evaluate a single opportunity on its own.
Is there an account minimum?
Our minimum for Investment Management is $500,000, and householded accounts are combined.
Do you offer financial planning?
Financial planning is offered through C-Suite Planning™, a registered trade name of Different Investments, LLC. Your investment plan and your financial plan can be built by the same firm.
Who can invest in private markets?
Private equity, private debt and hedge fund offerings are generally limited to accredited investors. We’ll confirm what you qualify for before discussing any opportunity.
Not sure which fits?
In a complimentary 90-minute Discovery Meeting, we’ll look at what you hold today and tell you which service, if either, fits your situation. It’s a fit check that runs both ways, with no obligation.