Julie Jackson <br />Portfolio Manager
Julie Jackson
Portfolio Manager

We take the time to understand all aspects of a client’s situation.  If it is appropriate we invest in alternative assets, not just because they are the product du jour.

Alternative Strategies: Investing in Alternatives

When we determine that based on a client's situation and risk tolerance it is appropriate for the portfolio to hold alternative investments, we offer advice and access to a variety of choices.   We use external managers to complement our core capabilities.

Hedge Funds

Investments in strategies such as long/short equity, merger arbitrage or global macro for capital appreciation potential.

Private Equity

Investments in equity beyond the public markets in such strategies as growth capital, leveraged buyout or venture capital for capital appreciation potential.

Real Estate

Investments in publicly or privately traded residential and/or commercial real estate for current income and capital appreciation potential.


Investments in publicly or privately traded commodities such as oil & gas limited partnerships for current income and capital appreciation or precious metals for inflation protection and capital appreciation potential.

Distressed Debt

Investments in distressed fixed income securities for current income and capital appreciation potential.

All investments involve risk and there is no guarantee investment objectives will be met.

Baltimore, MD

100 International Drive
5th Floor
Baltimore, MD 21202
(844) 200-1919

Cincinnati, OH

600 Vine Street
Suite 2000
Cincinnati, OH 45202
(800) 654-5777

New York, NY

640 Fifth Avenue
9th Floor
New York, NY 10019
(866) 566-0425

Philadelphia, PA

Two Logan Square
Suite 1850
Philadelphia, PA 19103
(800) 806-2732

What We're Thinking

Fighting cancer with the immune system: Hope or hype?

The United States is spending more than $125 billion on cancer care each year, but our expensive modern medicine has plenty of room for improvement as only 66% of cancer patients live longer than five years, according to the National Institutes of Health (NIH). Investors are beginning to take notic »