"We provide education, advice, and analysis to our clients, helping them to manage their portfolios in a disciplined fashion, maintaining and growing wealth over time."
Chairman and Chief Executive Officer, Managing Partner

CTC works with clients and their unique situation to build a customized hedge fund portfolio and/or a customized private markets portfolio. CTC aims to provide each client with an optimal combination of alternative assets in their portfolio that is appropriate to that client’s risk tolerance and return goals. Additionally, CTC considers the tax implications of the portfolio. The customization process utilizes CTC’s experienced team and extensive coverage of all alternative assets, carefully constructing each portfolio according to client goals and using managers that are fully vetted by CTC. CTC provides ongoing and thorough monitoring of managers and portfolio construction, understanding risks that are present at both the manager and aggregate fund level. When deemed necessary, CTC makes changes in each customized portfolio.