As a boutique financial consulting firm that guides institutional investors around the world, we often receive questions around the most optimal investment strategies for high-net-worth individuals, though that’s a complicated situation and where do you start? 

We take an approach aimed at listening, learning and adapting with the times because every scenario for an investor operating on a large scale (hedge fund, private equity firm, etc.) will be different based on their particular goals, existing portfolio along with the capital in reserves that can be deployed in strategic ways and at the right times.

As a boutique financial consulting firm that guides institutional investors around the world, one of the main questions we often get is about choosing between investing in real estate vs stocks, and the short answer to this question is to choose both.

Running a successful hedge fund requires a laser focus with a comprehensive set of skills not only to prosper but to outperform the competition, and these skills include maintaining regulatory compliance, raising capital, communicating with investors, building out the technology, managing large teams – and all this while navigating the markets and striving to outperform for your investors.

Over the years we have provided financial consulting services to a wide variety of investors ranging from hedge funds to family offices, and along the way we’ve seen a wide variety of questions asked. And this post provides answers to some of the most common questions.

The allocation of capital should be thought of in terms of a group operation where capital is spread across undervalued securities of different asset classes that in aggregate minimize the risk of being wrong, while also maximizing the potential of being right, thereby creating a favorable risk adjusted return profile based on the average result of the portfolio of securities.

As a boutique financial consulting firm that guides hedge funds, family offices and high net worth individuals around the world, we receive a lot of questions regarding the benefits of working with a financial consultant and this post hits on the key questions institutional investors should be asking to secure a financial consultant that aligns with their goals.

In principle the market functions as a discounting mechanism by pricing in all future information into the current price for securities of various asset classes. The hypothesis suggests this discounting mechanism is fully efficient in terms of price discovery. There...

Bondholders or Bond Investors are entitled to receive a fixed interest rate on set dates and fixed payment of principle on a definite date. The flaw primarily lies in the fact that principle and interest payments made over time are made with dollars of diminished value eroded by inflation.

Diversification involves allocating capital spread across many securities as protection against the risk of being wrong, while also maximizing the potential of being right. Being wrong or the risk of ruin can be severe when we consider a concentrated portfolio of...