One diversified total portfolio — built to outlast markets and generations.
A single-ticket, multi-asset solution for families, endowments, foundations, and pensions seeking superior risk-adjusted returns — beyond the traditional 60/40.
By combining North American equities, dividend income, and liquid alternatives into a single multi-asset strategy, we enhance risk-adjusted returns without layering in ill-advised risk — the diversification a traditional stock-and-bond mandate can't reach.
Inception (Feb 2020) to June 30, 2026 · net of fees
The growth engine — quality businesses bought with a value-based margin of safety.
Reliable cash flow from durable, dividend-paying equities that compound and reward patience.
Diversification and downside mitigation through non-correlated alternative strategies.
High-quality fixed income that anchors the portfolio — steady income and a cushion against market volatility.
Trailing returns net of fees, as of June 30, 2026. Past performance is not indicative of future results.
Sophisticated investors seeking a single-ticket total-portfolio solution.
UHNW families preserving and growing capital through a tax-efficient total-portfolio solution.
Protecting real purchasing power and funding their mission over the long term.
Long-horizon institutions seeking diversification, downside mitigation, and disciplined management.
A diversified, liability-aware return stream that complements existing mandates.
Standard Wealth helps families and institutions grow and protect their capital — with superior, risk-adjusted performance at the core of everything we do.
By uniting equities, fixed income, and liquid alternatives into a single disciplined portfolio, we pursue returns that outpace the traditional 60/40 — without taking on ill-advised risk. The result is one tax-efficient solution built to compound capital across generations and market cycles.
