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.
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.
Our team acts as a central point of contact for our clients, working to coordinate all the aspects of their financial life.
We work with clients and advise on the complexities of life such as business transitions, wealth transfers, and stock options vestings.
We provide strategic advice to help clients achieve their long-term goals.
We have a network of tax, estate, insurance, legal and lending professionals to partner with us for the complex needs of our clients.
Simplify your Financial World
Our comprehensive strategic wealth advisory services help manage all the complex financial aspects of your life. We bring together the resources you need across financial and planning disciplines.
Defiant /de·fi·ant/ /dəˈfīənt/
Success requires long-term vision and the ability to challenge conventional thinking.
The word DEFIANT embodies the bold conviction and determination needed to do so.