Investment management
for the complexities of wealth.
Sophisticated portfolios tailored to you across public and private markets.
Investment management starts with a conversation about your needs. We then design a portfolio tailored to your needs and risk tolerance. Whether managing a broadly diversified portfolio across asset classes, or focusing on one particular investment, we remain dynamic, continually monitoring market conditions to capitalize on opportunities and adjust exposure as needed.
Our portfolios look different
Our approach to portfolio construction combines traditional investments in equity and fixed income with non-traditional alternatives. By strategically incorporating alternatives (e.g. Private Equity, Private Debt, Venture Capital, Real Assets, etc.) into portfolios we aim to differentiate sources of risk, create more predictable cash flows, minimize the impact of market drawdowns, and generate more consistent returns over time.
Traditional Portfolio
Defiant Capital Group Portfolio
Supported with comprehensive wealth advisory services
Our investment advisory services are complimented with a variety of comprehensive services across the financial landscape.
Dedicated Team
Our team acts as a central point of contact for our clients, working to coordinate all the aspects of their financial life.
Financial Analysis
We work with clients and advise on the complexities of life such as business transitions, wealth transfers, and stock options vestings.
Financial Planning
We provide strategic advice to help clients achieve their long-term goals.
Strategic Partners
We have a network of tax, estate, insurance, legal and lending professionals to partner with us for the complex needs of our clients.