Independent advisory for accredited investors and family offices that hold both public and privately held assets: help selecting, analyzing and managing the portfolio, from a single allocation to one high-stakes call, ending in a firm recommendation you can act on.
Accredited investors and family offices carry portfolios that span both worlds: public markets and privately held assets, each with its own way of hiding risk. Selecting, analyzing and managing across both is exactly the work these organizations bring in a professional for, and the biggest calls rarely get a truly independent read. We give you one. Bring a specific position, an allocation you are weighing, a portfolio you want pressure-tested or a single high-stakes call, across publicly traded securities and private holdings alike, and get an outside advisor's verdict: a clear view, the risks that actually matter and a firm recommendation. The work is independent, by Tom Pickel, CAIA: no products, no commissions and no agenda, just the answer that serves your capital. It brings 12+ years analyzing institutional investments to the decision in front of you.
Selecting managers and investments, analyzing what you already hold, and managing the portfolio over time, across both publicly traded markets and privately held assets. That can be a single position or allocation, a full portfolio review, or one high-stakes call.
No custody and no commissions. This is independent advisory: we help you select, analyze and manage the portfolio, and you or your team execute. The read serves your decision, not a product being sold.
A clear recommendation. Every engagement ends in a firm call and a next move, written to the standard of an institutional investment committee, not a neutral list of considerations.
Souppe is the self-serve portfolio risk product that scores a portfolio and suggests securities. This is hands-on, bespoke advisory scoped to your exact situation.
Related work: an independent alternative investment analysis for a private-market strategy, an independent review for private investors before signing a private deal, an asset valuation when a number has to hold up, or self-serve portfolio risk analysis (Souppe). See the full advisory practice.
You do not need a defined project. Bring a position, an allocation, a portfolio or a decision you are weighing, and get a direct, independent answer from a practice that has analyzed these calls for institutions for over a decade.
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