Whitney Peak specializes in the design, implementation and management of alternative investment portfolios.
We offer both discretionary and consultative services. Our goal is to provide holistic integration of alternatives into client portfolios, featuring:
Client Specific Mandates
Research Driven Investments
Optimal Structures
Flexible Service Models
By removing many of the obstacles that frustrate investors, we seek to help clients realize the benefits of alternative investments.
Investment Advisory Services
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Portfolio construction
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Manager selection and monitoring
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Risk management
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Sourcing co-investments and special situations
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Investment consulting and training
The core investment beliefs that govern our investment advisory services are:
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Know what we own – understand sources of risk premia, distinguishing between alpha and beta
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Understand the risks – analyze potential downsides, e.g., excess leverage, illiquidity, strategy drift
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Adapt to market dynamics – e.g., make opportunistic investments in dislocated market sectors