A Differentiated Approach

We firmly believe that, if the needs of the affluent and institutional investor are the same as the wealth-seeking investor, the portfolio profiles should be similar.

in the News

Michael Lee-Chin receives the A.G. Gaston Lifetime Achievement Award

Black Enterprise’s highest honour for business excellence, recognizing the entrepreneurial spirit of an individual who has established an extended and consistently distinguished record of success.



The Private Capital Markets Association names Portland Private Income Fund as 2015 Investment Fund Deal of the Year.

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Michael Lee-Chin on PBS's "The World Show"

Host Bob Scully conducts one-on-one interviews with some of the world’s most celebrated and influential personalities.