BLACKSTAR PROGRAM
"The ultimate measure of a man is not where he stands in moments of comfort and convenience, but where he stands in times of challenge and controversy."
– Dr. Martin Luther King, Jr.
A comprehensive portfolio review and advisory facility for single-purpose, consulting engagements, our Blackstar Program incorporates asymmetric insights into portfolio holdings, policy statements, management strategy and process, investing discipline, and portfolio benchmarking.
Blackstar motivates change, helps navigate uncertainty, and promotes adaptability through understanding. Assessments and actionable recommendations are delivered at the program’s conclusion.
ASSESSMENT
Consultation identifies gaps and deficits, then proposes a robust solution set to address needs.
- Portfolio review
- Process evaluation
- Benchmarking
- Investing narrative
THE CLIENT
Private clients originate from across industries and groups such as:
- Individuals
- Families
- Executive committees
- Retirement plan committees