1642 Capital
We work with families and individuals to help them build and preserve wealth.
We offer independent and objective advice as well as innovative portfolio management solutions with the goal of creating sustainable long-term value for our clients. We strive to combine institutional quality decision-making with excellence in client service, all the while operating in a spirit of transparency and trust.
Wealth management
The 1642 Capital team has decades of experience across multiple cycles. Our approach to portfolio management is built upon the following beliefs:
- Mission clarity is essential. Thoughtful asset allocation starts with an understanding of our client’s investment objectives, including return requirements, risk tolerance and constraints.
- Diversification and quality drive sustainable long-term capital growth. We invest across a variety of traditional and alternative asset classes including public and private equity, fixed income, real estate and infrastructure - always targeting high quality assets and managers.
- Poor execution is the enemy of good planning. Where active management makes sense, we work with specialist, best-in-class managers. Where it does not, we target low-cost, liquid solutions.
- Nothing clears the mind like independence. Every investment we recommend is based on an assessment of the best interest of our clients. No conflicts…ever.
We work with our clients on complete portfolio solutions, as well as customized mandates to source opportunities which they might not be otherwise able to access on their own.
Other services
We work with partners to ensure that all aspects of a wealth management strategy are considered.
- This can include structuring considerations to address issues such as tax-efficiency, asset protection and estate planning.
- Our partners also provide expertise in the monitoring and governance of investments, including trust administration and corporate accounting.
- Finally, we can assist in the consolidation of reporting and performance measurement to ensure a complete view of client assets.
Working with our partners and advisors, we can provide a complete family office solution, from the straightforward to the most complex.