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Cresset’s Lifestyle strategy:
Designed with the intent to produce cash flows from overnight to 7 years. Using historical market experience, the Lifestyle strategy focuses on low risk investments including bonds, private cash flows, MLPs, real estate and credit over a 3-year holding period.

Cresset’s Growth strategy:
Designed with the intent to produce cash flows over 7 to 15 years, the strategy is built on a diversified portfolio of public market investments over a 7-year holding period.

Cresset’s Aspirational strategy:
Designed with the intent to meet cash flow needs beyond 15 years. This time horizon provides the strategy with the flexibility to look beyond traditional public market investing for investment growth and cash flow. We report progress to clients in a goals-based reporting framework, with portfolio allocations and holdings shown broken out by Lifestyle, Growth and Aspirational strategies. We use these meetings with clients to affirm their current and future spending expectations and to determine if the portfolio is growing in line with expectations. In addition, Cresset professionals can run sensitivity analyses to determine how changes in spending, or other factors, might impact their success rate.

Investment Advisory Services

Private Investments

Our clients have access to attractive direct investment opportunities structured to meet their needs and investment goals.

We use our extensive experience in private investing to source opportunities through our proprietary Cresset ecosystem. We find sophisticated investment opportunities in private companies and in real estate, and we have pioneered new product designs to provide our clients with strategic and efficient access to the private marketplace. This provides our clients with the opportunity to achieve their desired rates of return, greater diversification, and to precisely address their unique goals.

Companies tend to go public later in their lifespans—if at all. The dearth of IPOs has reduced the number of investment opportunities in the public market and, consequently, shifted them to the private market.

Private companies’ valuations are often more attractive than those of comparable public companies. On average, private company transactions are valued at EBITDA multiples approximately 2x lower than public comparables.

Private real estate investments are a significant global wealth driver. A majority of worldwide wealth is derived, in some form, from long-term, private real estate.