Investment Philosophy

Our investment approach is purposeful, evidence based and opportunistic. It starts with who you are and what your goals are. We help you make the most informed choices, positioning you to take advantage of profitable opportunities over time.

Our investment approach is purposeful, evidence based and opportunistic. It starts with who you are and what your goals are. We help you make the most informed choices, positioning you to take advantage of profitable opportunities over time.

Purposeful

Being purposeful means investing intentionally for your needs, your wants, and your aspirations. Have you dreamed of growing your real estate assets? Or to pass the family business to your heirs and retire in the next decade? Our process starts with understanding your entire balance sheet (financial assets, human capital, liabilities, etc.), identifying your goals for those assets, and then investing accordingly. Three questions must be answered before any investment work begins:

What do you need for safety?
What do you want to be comfortable?
What do you aspire to?

Once we get to know you and your family, this framework becomes the foundation for our investment strategies moving forward.

evidence-based

Your wealth allocation framework is the backbone of our investment approach and the key to risk management. We believe in sound process and strict discipline over prognostication. We focus factors that can be controlled with the objective of building portfolios that have the highest probability of achieving your goals under as many market environments as we can reasonably imagine.

Our investment philosophy is grounded in the evidence that most developed and publicly-traded markets are informationally efficient, and access markets with a strong emphasis on managing risk, correlation, asset allocation, liquidity, costs, and taxes, based on your time horizon. We create dynamic, global, multi-asset portfolios, customized to your unique situation, with a focus on after-fee, after-tax performance. Our disciplined, efficient, and process-orientated approach aims to build the appropriate public market portfolios to preserve and grow your wealth.

Opportunistic

There are certain areas within public markets that are inefficient. We endeavor to identify these areas of opportunity and focus on maximizing your capital efficiency.

With that in place, if you aspire to have significant asset growth, and can accept the risk and illiquidity where the opportunity exists for higher returns, we allocate to private markets. We believe the asset allocation and amount of risk taken are the primary drivers of long-term returns. Our position is that incremental risk is necessary to generate higher return objectives. Client portfolios will be designed to only take risks when we estimate that those risks are adequately compensated.

Investment portfolios customized for your needs, wants, and aspirations.

Our process starts with understanding the client’s entire balance sheet (financial assets, human capital, liabilities, etc.) and then identifying the goals the client has for those assets. 3 questions that should be asked before any investment work begins:

What do you need for safety?
What do you want to be comfortable?
What do you aspire to?

Investment Portfolios Inclusive of
Private Capital

Multi-generational wealth creates flexibility and a great opportunity for families to accept illiquidity for the prospect of higher returns. Constellation has a systematic and transparent approach to accessing private capital. We have designed an entire investment platform and process to deliver a personally tailored allocation to private equity, venture capital, private real assets, and private credit while being flexible enough to incorporate any current or future illiquid investments made on your own.

Learn more about our private capital opportunities.

Our Private Capital Division

Investment Philosophy

Our investment approach is purposeful, evidence based and opportunistic. It starts with who you are and what your goals are. We help you make the most informed choices, positioning you to take advantage of profitable opportunities over time.

Our investment approach is purposeful, evidence based and opportunistic. It starts with who you are and what your goals are. We help you make the most informed choices, positioning you to take advantage of profitable opportunities over time.

Purposeful

evidence-based

Opportunistic

Investment portfolios customized for your needs, wants, and aspirations.

Our process starts with understanding the client’s entire balance sheet (financial assets, human capital, liabilities, etc.) and then identifying the goals the client has for those assets. 3 questions that should be asked before any investment work begins:

What do you need for safety?

What do you want to be comfortable?

What do you aspire to?

Investment Portfolios Inclusive of
Private Capital

Learn more about our private capital opportunities.

There is no glory in constructing overly complex portfolios under the guise of sophistication.

SKYE BARRY, CFA, CFP®

Head of Public Markets and Portfolio Operations

Constellation Wealth Advisors

Investment Philosophy

Our investment approach is purposeful, evidence based and opportunistic. It starts with who you are and what your goals are. We help you make the most informed choices, positioning you to take advantage of profitable opportunities over time.

Our investment approach is purposeful, evidence based and opportunistic. It starts with who you are and what your goals are. We help you make the most informed choices, positioning you to take advantage of profitable opportunities over time.

Purposeful

evidence-based

Opportunistic

Investment portfolios customized for your needs, wants, and aspirations.

Our process starts with understanding the client’s entire balance sheet (financial assets, human capital, liabilities, etc.) and then identifying the goals the client has for those assets. 3 questions that should be asked before any investment work begins:

What do you need for safety?

What do you want to be comfortable?

What do you aspire to?

Investment Portfolios Inclusive of Private Capital

Learn more about our private capital opportunities.

There is no glory in constructing overly complex portfolios under the guise of sophistication.

SKYE BARRY, CFA, CFP®

Head of Public Markets and Portfolio Operations

Constellation Wealth Advisors

Investment Portfolios Inclusive of
Private Capital