Diversified pool of liquid securities across asset classes managed in a low-cost, tax-efficient manner

GLOBAL ALLOCATION

The Triangle Peak team researches the macroeconomic environment to identify growth prospects in various economies and sectors. We evaluate inflation and inflation expectations, monetary policies, and risk premia to build a portfolio that includes U.S. and foreign fixed income, U.S. and foreign equities, commodities, real estate, and other real assets. By utilizing a variety of portfolio optimization tools and analyses, we construct portfolios designed to optimize performance for taxable entities.