Our clients have access to numerous best-in-class managers and private investment deals through our industry affiliations and relationships. These opportunities can act as complements to our investment portfolios with the goal of providing attractive risk-adjusted returns with less correlation to public markets. These strategies include investments in hedge funds, private equity, venture capital, direct investments and digital asset funds.
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![Investment Management](https://www.addisoncapital.com/hubfs/Addison_September2022/images/Investment%20Management.png)
Our Platform
We deliver the same level of expertise available to ultra-high net worth private clients and corporations while delivering an extremely personal and boutique experience to our clients.
![Wealth Management](https://www.addisoncapital.com/hubfs/Addison_September2022/images/Group-427.png)
Wealth Management
Providing a holistic approach to personal finance, we use a goals-based method of building portfolios to protect our client’s wealth.
![Investment Management](https://www.addisoncapital.com/hubfs/Addison_September2022/images/Investment%20Management.png)
Investment Management
We seek to find value and opportunity in the markets by concentrating on durable long-term trends and themes.
![Alternative Investments](https://www.addisoncapital.com/hubfs/Addison_September2022/images/Alternative%20Investments.png)
Alternative Investments
Our clients have access to a number of best-in-class managers through our industry affiliations and personal relationships.
![Business Owners](https://www.addisoncapital.com/hubfs/Addison_September2022/images/Business%20Owners.png)
Business Owners
Our backgrounds offer a diversified perspective that is rare in an advisory team.