Capturing Opportunity, Managing Risk.
Tactical, multi-asset wealth management and planning for families, foundations, and endowment funds.
Disciplined Leadership Approach™
Our Disciplined Leadership Approach™ allows us to objectively manage client portfolios through all market conditions.
Top-Down
Everyday we assess market risks, and identify market leadership through our top-down methodology.
Bottom-Up
Our bottom-up method is designed to proactively identify leading companies across all sectors of the market.
The Barometer Global Music Royalty Fund invests in a pipeline of attractive cash-flow generating music copyrights that have a strong track record of historical earnings.
Market Insights
Click below to register for our Barometer Readings Webcast, where we provide timely insights on market leadership and positioning, every Tuesday at 4PM.