Many investors understand the importance of alternative asset exposure in a portfolio, but today’s landscape of options is massive, confusing and potentially ripe with unknown risks. With decades of collective experience allocating to and managing alternative investment strategies for endowments, pensions and ultra high net worth families, we are able to tailor a strategy for a client taking into account risk, income, liquidity and other critical factors.

We often eschew the multi-billion dollar "mega-funds” and focus on unique, off-the-run opportunities with proven managers and trusted family office partners. We accomplished this by building strong relationships across the asset management spectrum that allows us simplified access to investments and strategies that are often capacity constrained or closed to new investors.

Cohesion Partners employs a mix of LP investments along with special situation co-investments and our own suite of direct investments.

PPLI is a variable life insurance contract that is not offered to the general public, but instead to qualified persons who are interested in taking out a life insurance policy containing specific underlying investments.

Our team utilizes a unique structure that differs from most PPLI policies resulting in no underwriting requirement on the policy owner and no limits based on individual insurance capacity.

These strategies offer families and business owners the ability to plan for income and estate tax challenges while also providing flexibility of investments, all while staying within the rules of the Internal Revenue Code.

The team at Cohesion assists in guidance, implementation and management of these customized policies for its clients.

The investment team at Cohesion has decades of experience building and managing macro strategy portfolios for institutions, endowments and family offices. Our methodology seeks to provide clients a core diversified allocation to global markets, real assets and even bitcoin as an alternative to the traditional retail 60/40 asset allocations.

Using research and strategies employed by some of the best macro fund managers in the industry, we can provide a suite of ETF models for individuals and institutions alike.