Our Approach

A successful investment program is the product of thoughtful planning and continuous oversight. While investment trends come and go, we advise our clients to be disciplined and methodical in their investment approach.

• Construct portfolios to balance return, risk, and liquidity parameters based on each client’s unique needs. Take a holistic view of a client’s overall position
• Utilize an open architecture platform covering traditional long-only equity and fixed income as well as alternative asset classes
• Source product in a wide variety of asset classes and from multiple sources (e.g. firm and industry contacts, clients, consultant). Constantly assess new options to add value in client portfolios
• Provide a full suite of services from strategic asset allocation to comprehensive performance and risk reporting
• Manager search, due-diligence, and on-going monitoring supported by Rocaton Investment Advisors, a premier investment consulting firm advising over $250 billion in assets

Managing the Investment Process

Why Thomas Weisel Partners?

• Use of independent investment managers offers quality and ensures objectivity
• Access best-in-class separate account management, mutual funds, index products, and alternative investments
• Concentrate on the unique needs of substantial institutional and private investors
• Employ an unwavering commitment to integrity and personalized service