We provide high conviction, customized investment management solutions for our clients that leverage our open architecture platform and deep network of industry relationships. We are thoughtful and meticulous in our research and investing, emphasizing risk control and wealth preservation at all times.
A Different Perspective
With over a decade of experience as investors and wealth managers that spans economic cycles and regimes, we have broad experience investing across asset classes, deep institutional relationships, and a robust network from our time on Wall Street that gives us access to unique, niche private investment opportunities.
We work with our clients to provide best-in-class investment opportunities that can enhance returns, and broaden sources of return and risk inside portfolios.
What We Offer
We source, diligence, and structure attractive investment portfolios for our clients. For some clients that means building holistic portfolios using our portfolio construction process, and for others that means helping them to identify and pursue the next unique investment opportunity.
At the core of everything we do is our unwavering commitment to research and due diligence. No matter the investment need our approach is grounded in our belief that to succeed one must have conviction. Our experiences in asset management, wealth management, and investment banking have taught us that the best ideas often take perseverance and the ability to see what others look past.
Tailored Investment Strategies and Solutions
We work with our clients to design uniquely tailored multi-asset investment strategies and solutions based on their objectives and views on risk. Our portfolios are constructed through a robust process of strategic asset allocation, overlayed with tactical and strategic tilts in order to maximize risk-adjusted return across market cycles.
Alternative & Private Investment Strategies
More companies are staying private and more firms are lending directly to private firms amid lighter regulation and larger pools of capital. Private Debt, Private Equity, Venture Capital and many other asset classes provide a significant opportunity set for differentiated investments outside of traditional stocks and bonds.
Rigorous Research and Investment Due Diligence
We follow a thorough, in-depth process for reviewing and analyzing all potential investments and asset managers. Every asset manager or individual investment we recommend to our clients undergoes a multi-stage analysis consisting of quantitative, qualitative, and macro analysis.
At the core every investment we make or recommend is a strict focus on risk management. Paramount to our firm is a strict focus on preservation of capital above all else – therefore any investment must have a justified return for the risk being undertaken. We search for great people and principles to invest in, not just case studies and historical performance.
Structured Investment Solutions
We offer customized, client specific investment solutions designed to meet a specific risk/return objectives. We aim to deliver client-specific customized returns while minimizing downside risk and volatility.
Timely Market Insights
We are continuously monitoring financial and global markets. On a regular basis we publish our latest thoughts and perspectives on trends in financial markets and world economies.
DEFIANT Portfolio Differences
Our approach to portfolio construction combines traditional investments in equity and fixed income with non-traditional alternatives, allowing us to better customize portfolio’s to each client’s unique situation. By strategically incorporating alternatives (e.g. Private Equity, Private Debt, Venture Capital, Real Assets, etc.) into portfolios we aim to create more predictable cash flows, minimize the the impact of market drawdowns, and generate more consistent returns over time.
Defiant Capital Group Portfolio
We provide a hands-on approach for our clients, and support them with a variety of comprehensive services across the financial landscape. We design solutions and find the best managers and service providers to execute on those plans.
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.