Portfolio Strategy
Highly diversified portfolio with a significant allocation to private investments (focused on venture capital and growth equity)
Portfolio goal to maximize returns in a risk-controlled way
Five- to seven-year build-out period for the private allocation of the portfolio
CA serves as discretionary manager for newly formed pooled LLC, coordinating with the family’s accountants and estate planning advisors as needed
The family investment committee, made up of several family members, oversees and evaluates CA as investment manager
CA meets with the family investment committee quarterly to review performance, key areas of strategic focus, and updates on the goals and objectives for the family’s portfolio
Governance
Something about governance
Governance
Relationship Parameters