Most investors are confined to traditional investments in cookie-cutter portfolios.

We change that.
Our independent, globally connected pension-style platform delivers sophisticated strategies that create risk-aware portfolios – helping you diversify with confidence and protect what matters most.

WHO WE SERVE

Whether you’re building family wealth, guiding clients, or managing mandates, we shape each partnership to fit your goals and priorities.
Individuals &
Families
Creative solutions to help grow your wealth. Invest like the big players without feeling like just another account.
Planners

 

Since 2010, we have teamed up with financial planners assisting them and their top clients with our boutique investment management service.
Institutions

 

Explore our alternative investment approach and discover how we can help optimize your institution’s investment performance.

Your portfolio should do more
than ride the market’s waves

Protecting wealth requires more than traditional thinking. We blend public markets with private and alternative investments—creating resilient portfolios built to perform through every market cycle.
1.
Publicly Traded Equities

Publicly listed companies worldwide, providing diversified global exposure across value and growth opportunities.

2.
Short-Term Fixed Income

Highly liquid short-term bonds and debt securities that provide stable returns, predictable income, and flexibility to manage risk.

3.
Precious Metals

Gold and other metals that help hedge inflation and market volatility.

4.
Real Estate

Income-producing North American residential and commercial properties across stable markets.

5.
Private Equity

Ownership stakes in established, privately held companies and assets such as music royalties, providing reliable income and/or long-term growth potential.

6.
Hedge Funds

Specialized strategies, including long/short equity, event-driven, and global macro, designed to improve diversification and risk-adjusted returns.

7.
Infrastructure

Investments in essential physical assets, such as transportation, energy, and utilities, that provide stable income and long-term growth.

8.
Alternative Debt

Specialized private credit and lending strategies that enhance income and diversify portfolios.

9.
Portfolio Insurance

A risk-managed approach built to cushion portfolios during major market declines.

VALUES THAT STEER US

Our success is measured not just by performance, but by the trust and relationship we build.
These principles guide everything we do:

You’re never just an account number. We listen, understand, and shape strategies around your life’s goals.

We open doors to private equity, real estate, hedge funds, and downside protection giving you unique opportunities.
Decisions are powered by deep analysis and a global network of insight, turning data into strategies tailored to you.
No corporate agendas. No product sales pressure. Our only loyalty is to your best interests.
Since 2001, we’ve built portfolios to protect capital and grow wealth through all market cycles, not just good times.
Built for lasting relationships, we remain your partner through every cycle, every challenge, and every opportunity ahead.
A BEACON YOU CAN TRUST

Consistently recognized for delivering strong returns and risk-adjusted results.

For Global Macro / Managed Futures / Multi Strategy

  • Top 3 Best 1-year Return (2020, 2017)
  • Top 3 Best 3-year Return (2020)
  • Top 3 Best 3-year Sharpe Ratio (2020, 2022)

For Private Equity

  • Top 3 Best 3-year Return (2022)
  • Top 3 Best 5-year Return (2022, 2023, 2024)

Connections to leading strategists, economists, and market thinkers worldwide give us insight beyond the headlines.

Global research partners and network
$1B+ in assets under management

IN ASSETS UNDER MANAGEMENT AND ADVISORY

Big enough to open doors.
Independent enough to put you first.

Clients stay with us for decades because we provide steady guidance when markets shift.

Client testimonial about long-term relationship and steady guidance

Downside protection allowing us to stay fully invested through all market cycles.

Insights from our
Global Research Team

The Weekly Beacon

The Weekly Beacon provides timely insights into the most important developments shaping global markets and the economy. Each week, we highlight key financial news, market trends, and policy updates, offering clear context and thoughtful analysis to help investors stay informed and focused amid rapidly changing conditions.

Monthly & Quarterly Commentaries

Our Monthly Commentaries deliver a deeper look at market performance, economic indicators, and portfolio implications. These updates reflect our current thinking, outlining what drove markets over the past month and how evolving conditions may influence investment strategies going forward.

Lighthouse Outlook Podcast

The Lighthouse Outlook Podcast offers in-depth conversations on markets, investing, and long-term wealth management. Through expert discussion and practical insights, we explore current economic themes, emerging opportunities, and the disciplined principles that guide our investment approach.

Alternative Asset Blog

The Alternative Asset Blog explores investments beyond traditional stocks and bonds. From private markets to real assets and other diversifiers, we examine how alternative investments can enhance portfolios, manage risk, and support long-term investment objectives.

Video

Our Video library features concise, engaging commentary on markets, investment strategies, and timely financial topics. Designed to make complex ideas more accessible, these videos provide practical perspectives to help investors better understand today’s evolving financial landscape.

Articles

Our Articles section offers in-depth written analysis on investment themes, economic trends, and portfolio construction. These pieces provide thoughtful perspectives and long-form insights to support informed decision-making and a disciplined, long-term approach to investing.