Philosophy

The Peninsula Family Office investment approach is very similar to that of a foundation or endowment fund; diversification is key. We will invest in 7-12 investment 'buckets', or global asset classes across the major markets, the United States, the Developed World, and the Emerging Markets. Asset allocation drives performance, and is our primary tool to manage risk and return. We rebalance portfolios to mitigate risk.

We are focused on investment managers that possess an excellent investment record, an investment methodology that is understandable, and that we believe will continue to provide superior risk adjusted returns in the future.