Alternatives advisory

Thoughtful Access to Alternatives

Alternative investment advisory and portfolio solutions for family offices and ultra-high-net-worth investors seeking diversification and long-term wealth preservation.

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Our approach

ECM Alternatives Advisory

Domain expertise, independent research and a rigorous diligence framework, applied to customized alternative investment solutions aligned with your goals.

PRIVATE MARKETS EXPERIENCE

Relationships and sourcing across private markets managers and transactions.

PORTFOLIO CONSTRUCTION & RISK

Disciplined portfolio design with attention to risk and liquidity.

INDEPENDENT RESEARCH

Operational and investment diligence on every manager we recommend.

COMPREHENSIVE CLIENT SERVICE

Partner-led service with transparent reporting and proactive communication.

Our solutions

The Alternative Investment Universe

A platform spanning liquid and illiquid strategies, each considered for the role it can play in helping investors diversify.

HEDGE FUND STRATEGIESManagers across long/short equity, event-driven, global macro, relative value and multi-strategy approaches.

PRIVATE MARKET STRATEGIESPrivate equity, growth equity, venture capital and private credit, for investors able to accept longer holding periods.

REAL ASSETS & COMMODITIESInfrastructure, real estate, natural resources and commodities, which may help with inflation sensitivity and diversification.

SPECIALTY STRATEGIESLess conventional areas such as litigation finance, royalties and insurance-linked securities, evaluated case by case.

How we evaluate managers

Diligence before conviction.

Team & alignmentExperience, stability, ownership and how the manager’s interests align with investors’.

Strategy & processWhether the approach is clearly defined, repeatable and consistent with how it is described.

Operations & controlsService providers, valuation policies, reporting and governance.

Terms & liquidityFees, lock-ups and redemption terms, and how they fit each client’s needs.

Strategy categories are shown for illustration and do not represent specific investments or a recommendation. Alternative investments are speculative, may be illiquid and are generally available only to investors who meet certain eligibility requirements. Diversification does not ensure a profit or protect against loss.