200 Fifth Ave. 7th Floor Waltham, MA 02451 (781) 290-4900

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Innovation Strategy

This strategy invests in management
teams and companies where
innovation is key to success.

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Separate account

Holdings held directly
in your account


  • Disruptive Tech: 3D printing, metaverse, virtual reality, cryptocurrency, payment processing, gene editing, diagnostics, machine learning, AI, driverless technology

  • Robotics: Construction, commercial, personal, healthcare

  • Semi-conductors: Infrastructure for technology revolution

  • Social Media: Marketing, dating, advertising, metaverse

Process Notes

  • Process leads to ownership of highly innovative companies that are helping to solve societies biggest challenges

  • Nascent products that will be a major part of life 5-10 year from now

  • Sustainable business models

  • 100% liquid separate account structure


Learn more information about our investment strategy.

Contact Us