Our Services

Presidium focuses on the entire depth of our clients' balance sheets and businesses. Services include:

  • Investment Management
  • Asset Allocation
  • Due Diligence
  • Analytics
  • Philanthropy
  • Impact Investing
  • Cash Flow Management
  • Estate and Tax Planning
  • Insurance
  • Acquisitions
  • Lending
  • Family Business Transitioning
  • Liability and Risk Management

Our Investments

Our investments cover a broad range of asset classes including:

Traditional

  • Equity
  • Fixed-Income
  • ETFs
  • Mutual Funds
  • Hedge Funds

Private Capital

  • Private Equity
  • Private Debt:
  • Corporate/Consumer
  • Real Estate
  • Venture

Direct

  • Real Estate
  • Land
  • Venture Capital

Other

  • Partnerships
  • Life Settlements
  • Structured Notes

Flip for more information.