Asset Management

Our Approach

Consilium LLC’s approach to discretionary asset management is rooted in financial academia and based on the principles that most public markets are efficient, which translates into asset & sub-asset allocation being the key determinants of portfolio risk and return. The alternative/private markets are decidedly different, which is where manager selection is paramount. In accordance with these principles, portfolios are constructed to support the following:

Superior diversification from a dynamic core & satellite apportionment
Market, liquidity, purpose, asset class & sub-asset class exposure
Low cost, non-proprietary, manager of managers
Elevated, risk-adjusted, returns

This process is dedicated to an institutional approach to asset management with a commitment to low costs. Alongside decades of experience in the capital markets, these solutions are designed for all environments. Whether it’s a pooled vehicle or separately managed account, Consilium has a range of strategies for clientele – from enhanced cash to long horizon total return.

Consilium LLC’s Approach to Discretionary Asset Management

Consilium LLC’s approach to discretionary asset management is firmly rooted in financial academia and built on the principle that most public markets operate efficiently. As such, we emphasize asset and sub-asset allocation as the primary drivers of portfolio risk and return.

However, the alternative/private markets are decidedly different, where manager selection becomes critical to achieving superior outcomes. Our disciplined approach to portfolio construction reflects these insights and is designed to support the following objectives:

Superior diversification through a dynamic core-and-satellite apportionment strategy
Total portfolio allocation to market type, liquidity characteristics, purpose, asset class, and sub-asset class opportunities
Low-cost, non-proprietary solutions utilizing a manager-of-managers framework
Elevated, risk-adjusted returns to maximize long-term portfolio performance

At Consilium, we are committed to an institutional approach to asset management, combining a dedication to low costs with decades of capital markets experience. Our solutions are designed to perform across a range of market environments, offering flexibility and resilience. Whether through pooled vehicles or separately managed accounts, we provide a suite of strategies tailored to meet client needs, ranging from enhanced cash management to long-horizon total return objectives.

This philosophy reflects our commitment to delivering sophisticated, client-focused investment
solutions that align with your goals and stand the test of time.