An Investment Office, Without Building One Yourself
For family offices, entrepreneurs, business owners and high-net-worth investors who want continuous, independent oversight of their capital, without hiring an internal investment team.
The Problem
The entrepreneur doesn’t necessarily want to become a professional investor. The family office may not want to employ five analysts. Someone still needs to be watching the capital continuously. Silver Cross becomes that external investment office.
What’s Included, on an Ongoing Basis
Investment research
Portfolio monitoring
Portfolio risk analysis
Investment memos
Company research
Fund research
Manager due diligence
Stress testing
Quarterly reviews
Market intelligence
Investment committee support
You Become the Thinking Infrastructure Behind Their Capital
This is the product built to be the centre of the business. It converts one-off engagements, the Portfolio Diagnostic and Investment Due Diligence, into a recurring relationship, and it is the long-term relationship Silver Cross is built around.
Structured as an annual retainer, not an hourly or per-report fee. This deliberately filters for fewer, higher-value relationships rather than one-off small-portfolio requests.