FOCUS ON MANAGING ASSETS ON DISCRETION
We manage a very sizeable amount on discretion and have a solid track record over the years (including our time in Goldman Sachs) with low volatility and low maximum drawdown. We have been using this strategy to great success in Goldman Sachs and now, Myer Gold. This single-minded focus and clear strategy has allowed us to earn the trust of our clients, many of whom have been with us for more than 16 years.
DEDICATED RESEARCH CAPABILITIES
We have direct access to the top analysts from the best private banks and funds. As we maintain sizable assets with each private bank, we are able to have dedicated face-to-face access with their top analysts and strategists. This direct contact has been instrumental in helping us navigate the volatile markets since 2011.
LOW CLIENT TO MANAGER RATIO
We are an extremely high-touch firm with a very low client-to-manager ratio. Our extensive experience in providing family office services means we are specialized and good in what we do.
PROPRIETARY RISK MANAGEMENT SOFTWARE
Our extensive investment experience has resulted in a proprietary software which allows us to consolidate multiple portfolios across different banks and manage risk on an overall basis. It keeps us very disciplined and helps us to strictly follow our mandate and investment strategy.