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Advisory for the
Complexities of Wealth.

Investment & Wealth Advisory

We help families build generational wealth through multi-asset investment strategies built to their return objectives and views on risk.

Core Investment Beliefs

  • Risk control matters more than returns.
  • Resilient portfolios require returns both public and private markets.
  • Proper structuring of investments combined with a financial plan drives stronger outcomes.
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Private Investments

We leverage our experience and network to provide access to unique and niche private investment opportunities.

What We Do

  • We provide access to exceptional investments across private markets, including private equity, venture capital, private credit and private real assets.
  • We help clients source, diligence and invest directly in privately held businesses.
  • We utilize pooled capital to negotiate attractive deal terms and lower fees.
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Investment Consulting

Hands-on, personalized advisory and investment due diligence services to compliment in-house capabilities of family offices and other institutions.

How We Partner

  • Clients retain decision-making authority as we help guide your investment strategy and enhance your investment decisions.
  • Thorough, in-depth qualitative and quantitative process for reviewing and analyzing potential investments.
  • Engagements range from portfolio construction consulting, individual investment due diligence reports, to holistic OCIO services.
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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.

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412-697-1435 · conviction@defiantcap.com

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