WEALTH MANAGEMENT
Tactically deploying capital across sectors, asset classes and public and private markets globally
We develop investment strategies tailored to the long-term financial goals of every client
PROPRIETARY INVESTMENT FUNDS
Our funds allow investors to invest directly in private equity assets, maximizing returns visibility
Artificial Intelligence and Fintech-focused Private Equity Buyout Fund
Institutional-Quality Private Credit Fund for Income-focused Investors
Capital Solutions and Distressed Debt-focused Private Equity and Private Credit Fund
OUR INVESTORS AND CLIENTS
Clients are entrusting us with their capital all across the Americas
We differentiate ourselves by providing hands-on customer service, evaluating investments through both Wall Street and Main Street analytical lenses, the personalized strategies and portfolios we offer and by the strong performance of our proprietary investment funds
We serve:
- High-Net-Worth Individuals
- Family Offices
- Pension Plans
- Corporations
14+
YEARS OF EXPERIENCE
HIGHLY SKILLED AND KNOWLEDGEABLE LEADERSHIP
North & Latin America Focus
Hands-On Service
Bespoke Strategies
Our investors are primarily based in North and Latin America and we invest mainly in North American assets
Latest Insights & Research
We conduct equity research on multiple industries and publish reports and commentary on the global economic outlook
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Interested in Investing or Learning More? Contact us
+1 212 470 0260
or email us at investors@handaldunaway.com