Our most valuable asset is the quality of our investment team, which consists of a carefully selected group of top investment professionals with diverse backgrounds.The senior members of our investment committee all have experience managing portfolios for institutions similar to our clients.In these roles, we have served as portfolio managers, chief investment officers, or strategy heads. Members of SRC also have areas of specialization in which we have deep training and can bring unique insights when interacting with a client.This combined experience and expertise translates into deep, relevant discussions with clients producing thoughtful recommendations.
Our organization is comprised of investment & business professionals with first hand experience in building and managing private family offices. We have been directly responsible for investing and overseeing approximately $1.5 billion of capital across virtually all asset classes
We have created a service-oriented model which puts our clients' interest above all else with no agenda other than to provide sophisticated advice and customized solutions
We serve as an independent and unbiased intermediary between our clients and their financial institutions and financial service providers. We work on behalf of our clients to hold all service providers accountable and focused on meeting our client's financial objectives
We built our evaluation process with the understanding that no two clients are the same. Our team develops a comprehensive knowledge of each client based on their needs, goals and aversions, with the purpose of constructing a customized portfolio, and guided by specific client directives