Objective Oversight.
Institutional-Quality Expertise.
SRS provides comprehensive investment management solutions for organizations that lack the internal resources or specialized expertise to manage or oversee portfolios in-house. Our services range from portfolio construction, manager research, qualitative and quantitative risk monitoring, to trust and advisory board governance. Often, this extends to a broader family wealth governance role which is uniquely defined by each client situation.
Our team has extensive experience across the alternative asset class, including hedge funds and private equity (including direct transactions), providing families access to institutional-quality expertise and oversight. We source and underwrite unique opportunities from within the global family office universe that are not available to the broader Wall Street investment firms.
Meaningful Impact. Measurable Benefits.
SRS frequently acts in an investment governance capacity, serving as an objective fiduciary to ensure portfolios are managed with discipline around risk, performance, liquidity, factor exposures, and risk premia. More specifically, SRS is responsible for overseeing investments in a way that prioritizes the best interests of trust beneficiaries.
While our asset allocation approach is grounded in a regime-based asset allocation philosophy, we maintain the flexibility to tailor solutions to each client’s specific needs.
Some of the targeted benefits include but are not limited to:
- Enhanced governance and controls
- Improved risk-adjusted performance
- Improved total performance
- Access to “club” transactions and top decile managers
- Cost savings
- Improved scale of operations