Asset management for the modern economy
We design custom macro portfolios to grow and protect wealth in an increasingly uncertain world.
What We Offer
Separately managed accounts
Engineered portfolios across all global liquid assets
Advisory services
CIO-level guidance for boards and families
Tailored approach
Mandates aligned to bespoke objectives, taxes, and liquidity needs
Macro-resilient strategies
Investment strategies designed to hold up across economic environments
Tax-aware planning
Intelligent implementation that protects after tax returns
Who We Serve
Our clients include endowments, family offices, and ultra-high-net-worth individuals navigating major liquidity events.
Leadership Team
Founded by a senior team from Bridgewater Associates, we have deep expertise in the macro linkages that drive markets and economies. With decades of institutional portfolio engineering experience, we aim to deliver strong, consistent returns—by treating risk as a first principle and building strategies to withstand a wide range of outcomes.
Josh Blanchfield
Chief Investment Officer
11-year Bridgewater veteran. Led global trading during the 2008 crisis. Built Bridgewater’s China business and focused on commodities research. Harvard physics.
Gavin Walsh
Partner
13 years at Bridgewater leading daily implementation across all strategies. Former Senior Economist at U.S. DOE. MS Quant Finance, Fordham. CFA
Patrick Dimick
Partner
17-year Portfolio Strategist at Bridgewater, advising global allocators on macro and asset allocation. Former bond strategist at UBS. MSc, Brandeis.
Peter Joers
Chief Operating Officer
Former head of a $6B private wealth team at Bank of America. Advised pensions at Bridgewater. MBA, SMU.
Martin Hutter
Director of Investments
At Bridgewater for 13 years. Led Portfolio Construction. Ex McKinsey. Harvard MBA, University of Innsbruck.
Michael Polansky
Co-Founder and Partner
15-year CEO of multiple UHNW family offices. Former Principal at Founders Fund and Investment Associate at Bridgewater. Harvard Applied Math and CS.
We couldn’t find the asset manager we wanted to hire so we built it.
Research and Writing
Our clients receive regular commentary on the macro forces shaping markets. Sign up for our (usually) weekly note to follow our thinking on the key themes driving today’s economy–and how we’re responding.
Walking the ridgeline
We won't run out of copper, but…
