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WIDENING YOUR
INVESTMENT UNIVERSE

With 30 years of experience as investors, we have a broad understanding of many asset classes, deep institutional relationships, and a network that gives us access to exclusive private investment opportunities. Our methods seek to provide a way forward that ultimately widens your investment universe to discover solutions that are right for you.

Demonstrated Approach

Our core team has spent over a decade together, refining our approach to sourcing, negotiating and structuring a range of investment solutions with a goal of meeting clients’ needs, such as producing predictable cash flow and providing consistent returns with lower volatility.

Idea Origination

We actively source and research new investments in alternative asset classes, monitor portfolios, and meticulously structure investments in order to stay on the cutting edge of opportunity.

Private Access

Leveraging our size and relationships, we gain access to private opportunities. By utilizing pooled assets and experience, we seek to negotiate better deal terms and lower fees and pass those savings on to our clients.

Deep Commitment

We are bound to put our clients' interests above our own. We are committed to transparency, clarity, and managing conflicts of interest.

All investment advisers have a fiduciary duty to act in their clients’ best interests.

THE IEQ DIFFERENCE

Our approach creates solutions that can utilize a range of public markets and exclusive private investments. By expanding the options traditionally available to individual investors, we believe we are able to better customize portfolios to meet each client's unique needs. Additionally, we can dynamically shift amongst a variety of options to capitalize on opportunities created when the market environment changes and to stay on the cutting edge of innovation. This flexibility can help us generate predictable cash flow, minimize downside market volatility, maximize the power of compounding returns and more.

IEQ Capital Platform

Traditional Approach

Our Nimble Approach

As your Chief Investment Officers, we customize our approach to suit your needs. Whether you hire us to manage a broadly diversified portfolio or to focus on a particular area, we remain dynamic, continually monitoring conditions to capitalize on opportunities and shift your exposure when needed. Below are three examples of ways we can customize portfolios.

Explore our Nimble Approach

Illustrative Scenarios

We believe cash-flow is an important driver of total return, both as a source of distributable income and a means of de-risking an investment. We focus on strong, after-tax cash-flows achieved through thoughtful structuring and tax-efficient vehicles.

Examples:

Middle Market Lending

CRE Lending

Triple Net Lease

Real Estate

We look to capitalize on market dislocations, supply demand imbalances or idiosyncratic opportunities to earn outsized risk-adjusted returns. Our goal is to earn a premium relative to public equity markets with lower volatility and enhanced downside protection.

Examples:
Distressed Credit
Secondary Private Equity
Real Estate Development

Utilizing a customized mix of growth and income strategies, we construct diversified portfolios designed to balance cash-flow with long-term growth and compounding. Our goal is to deliver superior risk-adjusted returns with reduced correlations to traditional asset classes.

Examples:
Core Plus Multifamily
Equipment Leasing

Examples:
Opportunistic Real Estate
Rescue Financing

COMPLEMENTED BY COMPREHENSIVE SERVICE

In our role as your outsourced CIO, we are here to quarterback your overall financial picture and support you with a variety of comprehensive services.

Dedicated Team

We are a team of dedicated advisers and service professionals with a deep understanding of your financial solution.

Estate Planning

We provide education on estate planning concepts and work closely with your estate planning attorney to help you design an estate plan specific to your goals and objectives.

Tax Strategy

We aim to optimize portfolios for after-tax returns and work closely with your tax professional to help develop a comprehensive tax strategy.

Financial Planning

We can help you develop a roadmap to achieve the things you want to do in life.

Network of Professional Services

We have a network of tax, estate, insurance, legal and lending professionals who provide services for our clients.

Objective Sounding Board

We provide advice on a variety of topics such as privately-held or concentrated stock strategies, liquid assets, borrowing strategies, philanthropic giving and more.

Additional Considerations

We care about any non-financial factors that are important to you and can work with you to express those qualities through a personalized investment strategy.

Technology

Our technology-enabled platform provides a seamless and secure way to interact with your team and access your portfolio.

A TECHNOLOGY-FORWARD EXPERIENCE

We believe the best client experience comes from combining a dedicated team who has a deep personal relationship with you and an integrated technology-forward platform that offers convenience and efficiency and promotes security.

Information Security

Your personal information is safeguarded through an information security technology stack that offers 2-factor authentication as well as password and end-to-end email encryption.

Digital Onboarding

We streamline the onboarding and information gathering process through an accessible and efficient digital platform that pre-populates information and eliminates the hassles of physical paperwork.

Real-Time Portfolio Access

You get access to a consolidated view of your global portfolio in real-time via performance software that is customizable and can be conveniently viewed via desktop, mobile, or tablet.

Document Vault

Our online document vault syncs with your accounts to consolidate tax documents such as K-1s and 1099s in a location that is easily accessible for you and your tax advisor.