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The same specialization, six different problems.

Inflation reaches every kind of investor, but it reaches them through different liabilities. Where you start depends on what yours are.

Six starting points.

Who we serve

Pensions and institutional allocators

For chief investment officers, heads of portfolio strategy and senior fixed income managers who have discovered that the inflation protection in the portfolio was never really tested.

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Who we serve

Insurance companies

For chief investment officers, chief actuaries and heads of multi-asset investment at insurers whose claims inflation and whose hedge are measuring two different things.

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Who we serve

Endowments and foundations

For investment committees and small internal teams at endowments and foundations whose real return target quietly depends on inflation behaving the way it did for forty years.

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Who we serve

Family offices

For chief investment officers and outsourced CIOs at family offices where the question is not this year's return but whether the fifth generation inherits anything worth having.

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Who we serve

RIAs and advisors

For registered investment advisors who noticed that stocks and bonds fell together, worked out why, and now need something in the portfolio that does not.

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Who we serve

Individuals

For individuals who want inflation treated as the organizing principle of the portfolio rather than as a footnote in the annual review.

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Defend Your Money.

Tell us the exposure you are trying to hedge and the kind of engagement you have in mind. We respond to every inquiry personally.

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