We build investment portfolios specific to our clients' unique needs and objectives. We do not recommend proprietary financial products nor accept commissions, attempting to align our interests with those of our client families.
Equities Anchor Long-Term Growth Potential
To pursue the wealth accumulation potential of global equities, we remain mindful that valuations matter. We blend active and passive investment strategies with care.
Diversification is Paramount
Equities have historically led over long horizons but will not always lead capital markets in the short term. Diversification can reduce risk and may provide a smoother path toward a family's overall goals.
Portfolios Built Around Your Family, Not a Model
We closely align each family's investment strategy with their overall wealth plan, including family goals, liquidity needs, and risk tolerance, rather than fitting families into standardized allocations.
Emphasizing the Importance of Taxes
Taxes are a persistent drag on returns that compounds over time. Our proprietary tax overlay allows us to manage tax implications on a daily basis. We continually look for tax-efficient opportunities across asset classes and pursue ways to mitigate tax liability.
Direct Access to Your Investment Team
At Pitcairn, clients work directly with the people responsible for investment decisions, not account managers or intermediaries. That direct relationship supports better conversations, clearer accountability, and a more personal experience over time. It is the analytical rigor of an institutional firm without the hierarchy.
Public and Private Equity for the Long Term.
Our rigorous due diligence, deep relationships, and extensive experience in the investment community provide a discerning perspective and access to traditional and alternative equity managers, including leading private equity funds.
Fixed Income and Private Credit for Yield and Stability.
Fixed income, across both public markets and private credit, plays an important role in diversified portfolios. We may hold fixed income investments to add stability, improve diversification, or generate income while seeking to preserve purchasing power. Opportunistic investments in private credit can bolster a portfolio's yield profile.
Alternative Investments for Diversification.
Hedge funds can give portfolios access to performance drivers that differ from conventional stock and bond positions. When incorporating alternative investments, we consistently focus on risk and liquidity.
Real Assets for Appreciation and Income.
Assets such as real estate, infrastructure, and commodities allow portfolios to diversify further away from traditional equities. These holdings can help hedge against inflation and may enhance yield.
We begin by understanding your family's full picture: goals, liquidity needs, existing holdings, tax circumstances, and the responsibilities your wealth carries across generations.
We develop an investment strategy and policy aligned with your overall wealth plan, and we make sure every family decision-maker understands the reasoning before assets move.
We put the strategy to work across our open-architecture platform, coordinating with your estate, tax, and planning advisors so the portfolio and the plan stay connected.
We monitor, rebalance, and manage tax implications on an ongoing basis, and we revisit strategy as markets, laws, and your family's circumstances evolve.
WHO WE SERVE
