Investment Policy Design


FlatStone provides portfolio design and management services for Family Offices High-Net-worth individuals and institutional investors.

FCA portfolios are offered as part of our outsourced Chief Investment Officer services (O-CIO), they can be implemented as core allocations for  the needs of UHNW and HNW accredited investors referred exclusively by our network of legal and financial professionals around the world.

Asset Allocation

FCA asset allocation is geared to provide tax neutral, predictable cash-flow and capital appreciation over time making it ideal for Endowments, Casualty and Insurance companies, Pension and Sovereign Wealth Funds among others.

Our investment strategy aims to generate risk adjusted returns preserving capital from inflationary & tax erosion. Our Investment Policy Statement (IPS) design service starts by implementing a long term Strategic Asset Allocation (SAA) based on value fundamental investing for the core mandate.

The process is completed by developing a Short-term Tactical Asset Allocation (TAA) based on opportunistic approach for the satellites using alternative assets and technologies to generate Alpha. For more information about our Outsourced Chief Investment Advisory services please contact us