We have a long-held commitment to providing individual investors with unique investment solutions based on a combination of time-tested investment strategies and a deep understanding of the current market environment.
Mutual Funds
We offer unique mutual funds including funds focused on absolute returns, MLPs, core equity and concentrated value investing. All adhere to unique and proven investment disciplines that have served advisors and their clients well over time.
Closed-End Funds
Our closed-end funds offer investors unique and efficient vehicles to invest in a portfolio of publicly traded master limited partnerships, privately held and micro-cap public companies operating in the midstream and downstream segments of the U.S. energy infrastructure sector, and companies focused solely on the power and energy infrastructure sectors.
Managed Accounts
Our separately managed accounts are designed for high-net-worth investors and include multiple equity, fixed-income, and alternative strategies across global asset classes.
Alternatives
We have decades of experience conducting deep due diligence on alternative investment opportunities, accessing a variety of options across the world, and structuring proprietary alternative investment funds and platforms.