Steyer Family Office
The Steyer Family Office is an investment fund and grantmaking institution.
Objective
Preserve capital and generate steady income through strategic asset management.
Approach
We identified optimal risk portfolio allocations by leveraging existing metrics, ensuring a balanced approach to capital preservation and income generation.
By conducting in-depth research on equities, funds, alternative investments, and fixed-income positions, we were able to deliver a tailored investment strategy to meet target income goals.
With daily portfolio management through Bloomberg, we continuously monitored and adjusted positions to maintain capital and maximize returns.
Results
$47.1M
Assets under management
5
Managed accounts
Results
We offer expert nonprofit consulting for lasting impact.
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