About Ninepoint

About Ninepoint Partners

Our Mission

Ninepoint Partners manages unique alternative investment solutions that offer investors the benefits of better diversification. We target investment strategies that are uncorrelated to traditional asset classes, such as equities and bonds, with the goal of lowering overall portfolio risk.

Welcome

As a team, we have a long track-record of managing diversified core, alternative income, and real asset strategies. Innovative thinking, and our ability to apply it to real-world solutions, is what defines us.

Ninepoint is an independent, employee-owned firm serving the investment advisor and institutional investor communities. With over $7 billion in assets and institutional contracts and over 90 employees, we are among the largest independent asset management firms in Canada.

  • Innovative

    Innovative

    We believe that in times of uncertainty, innovative investment solutions are needed to ensure a well-diversified portfolio.

  • Independent

    Independent

    At a time of broad industry consolidation, we believe it will still be the independent asset management firms who drive innovation.

  • Canadian

    Canadian

    We are committed to giving Canadian investors access to unique portfolio diversifiers, and helping to raise the bar on our industry.

The Team

  • James Fox, MBA
    Co-CEO, Managing Partner
    James Fox, MBA
    Co-CEO, Managing Partner
    James Fox is a founding principal, Co-CEO and Managing Partner of Ninepoint Partners. James oversees all business development, capital raising & marketing initiatives of the firm. Prior to Ninepoint’s formation, James served as the President of Sprott Asset Management LP (SAM) as well as Managing Director of Sprott Private Wealth. In his role at SAM, James initiated the development of new products, formed a wholesale group to increase fund distribution and led marketing efforts to increas...
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  • John Wilson, MBA
    Co-CEO, Managing Partner, Senior Portfolio Manager
    John Wilson, MBA
    Co-CEO, Managing Partner, Senior Portfolio Manager
    John Wilson is a founding principal, Co-CEO and Managing Partner of Ninepoint Partners. John oversees all aspects of the firm’s investment and research initiatives. Prior to Ninepoint’s formation, he was CEO, CO-CIO and Senior Portfolio Manager at Sprott Asset Management (SAM). Previous to SAM, he was Chief Investment Officer at Cumberland Private Wealth Management, founder and CEO of DDX Capital Partners, an alternative investment management firm; was Managing Director at RBC Capital Markets...
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  • Kirstin McTaggart
    Partner, CAO/CCO
    Kirstin McTaggart
    Partner, CAO/CCO
    Kirstin McTaggart is a founding principal and Partner of Ninepoint Partners. Ms. McTaggart currently also serves as the Corporate Secretary of the general partner of Ninepoint. She has accumulated over 30 years of applicable experience in the financial and investment industry. Ms. McTaggart is responsible for the oversight of compliance, product launches, internal control policies, procedures and Human Resources. Prior to joining Ninepoint, Ms. McTaggart was Chief Compliance Officer of Sprott...
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  • Eric Nuttall
    Partner, Senior Portfolio Manager
    Eric Nuttall
    Partner, Senior Portfolio Manager
    Eric Nuttall is a Partner and Senior Portfolio Manager with Ninepoint Partners LP. He joined the firm in August 2017 and was previously a Portfolio Manager at Sprott Asset Management LP since February 2003. Eric's views on energy are frequently sought after by BNN Bloomberg, CNBC, The Globe and Mail, The National Post, and other media organizations. Eric graduated with High Honours from Carleton University with an Honours Bachelor of International Business.
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  • Mark Wisniewski
    Partner, Senior Portfolio Manager
    Mark Wisniewski
    Partner, Senior Portfolio Manager
    Mark Wisniewski is Partner and Senior Portfolio Manager at Ninepoint Partners and oversees the firm’s Fixed Income team and investment strategies. Prior to Ninepoint’s formation, Mark was with Sprott Asset Management (SAM) from 2015, rounding out more than 30 years of investment industry experience, specializing in fixed income. Prior to SAM, Mark was a Portfolio Manager specializing in alternative credit products at GluskinSheff & Associates, where he managed $1.3 billion across several...
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  • Christopher Bean, MBA
    Managing Director, Head of Corporate Development
    Christopher Bean, MBA
    Managing Director, Head of Corporate Development
    Christopher Bean has more than two decades of experience as an investment banker, strategic advisor and corporate lawyer. He most recently served as Managing Director, Financial Institutions Group and Head of Investment Funds at RBC Capital Markets where he was responsible for the bank’s coverage of the Canadian wealth and asset management sectors and led a wide range of M&A and corporate financing transactions for both private and public Canadian firms. He also led RBC’s Investment Funds...
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  • Shirin Kabani, CPA
    Managing Director & Chief Financial Officer
    Shirin Kabani, CPA
    Managing Director & Chief Financial Officer
    Shirin Kabani is the Managing Director & Chief Financial Officer for Ninepoint Financial Group Inc. and its subsidiaries. Shirin has been instrumental in operationalizing the finance function at Ninepoint and has executed various strategic initiatives including an ERP implementation and finance transformation. Shirin is responsible for providing an effective financial governance framework for the company and leading the ongoing finance operations; including accounting, external reporting,...
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  • Neil Longmuir
    Chief Technology Officer
    Neil Longmuir
    Chief Technology Officer
    As Chief Technology Officer, Neil directs and manages all Ninepoint corporate initiatives pertaining to computing and information technology. These encompass strategic plans, policies and programs that focus on IT schedules, computer services, network communications and management information services designed to meet Ninepoint corporate goals and objectives. With over 25 years experience in directing, managing and delivering enterprise solutions for financial, tier I communication, governmen...
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  • Neil Ross
    Managing Director, National Sales
    nross@ninepoint.com
    Neil Ross
    Managing Director, National Sales
    As the Managing Director, National Sales at Ninepoint Partners, Neil leads a national team of Product Specialists that consult with Financial Advisors on asset allocation and value added investment strategies. Prior to joining Ninepoint Partners in September 2018, Neil Ross spent 18 years at a leading Canadian independent asset manager. In progressively senior roles, he helped propel the firm from its inception to $19 billion in assets under management. Neil brings more than two decades of ex...
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  • Warren Steinwall
    Chief Investment Operations Officer
    Warren Steinwall
    Chief Investment Operations Officer
    Warren Steinwall is Chief Investment Operations Officer for Ninepoint Partners. In this role he is responsible for the firm’s investment and fund operations, including the firm’s investment systems and market data providers. He is also responsible for the firm’s ETF capital markets functions. Prior to Ninepoint Partners, Warren was Vice President, Fund & Trade Operations with Sprott Asset Management LP (“SAM”). Prior to SAM, he was Vice President, Client Management & Operations at Sta...
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  • David Sum, MBA
    Managing Director, Alternative Income Group
    David Sum, MBA
    Managing Director, Alternative Income Group
    David Sum is Managing Director, Alternative Income Group at Ninepoint Partners and is responsible for the management and oversight of the firm’s alternative income investment strategies and related sub-advisory relationships. Prior to joining Ninepoint, David was with the Carlyle Group focused on alternative investments for Carlyle's Liquid Alternative platform. David also worked at Macquarie Group focused on principal investments and corporate strategy, and at Citigroup in the investment ban...
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  • Alex Tapscott, CFA
    Managing Director, Digital Asset Group, Portfolio Manager
    Alex Tapscott, CFA
    Managing Director, Digital Asset Group, Portfolio Manager
    Mr Tapscott is an entrepreneur, business author, and seasoned capital markets professional focused on the impact of emerging technologies, such as blockchain and cryptocurrencies, on business, government, and society. His latest book, Web3: Charting the Internet’s Next Economic and Cultural Frontier (Harper Collins), was published September 19th, 2023. Alex is also the Managing Director of the Digital Assets Group at Ninepoint Partners, one of Canada’s leading investment firms, with more than...
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  • Ruthie Wahl
    General Counsel
    Ruthie Wahl
    General Counsel
    Ruthie Wahl is General Counsel of Ninepoint Partners, responsible for legal matters related to Ninepoint and its funds.  Prior to joining Ninepoint, Ruthie gained experience at a leading independent asset manager where she was involved in acquisitions and investments, strategic partnerships, corporate development and portfolio management support and at a Canadian hedge fund manager where she handled all legal aspects of product launches, governance, investments and fund operations.  Ruthie be...
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  • Drew Williams
    Managing Director, Marketing
    Drew Williams
    Managing Director, Marketing
    Drew Williams is Managing Director, Marketing for Ninepoint Partners. Drew is responsible for all branding and inbound/outbound marketing for the firm. Prior to Ninepoint’s formation, Drew was Senior Vice President, Marketing of Sprott Asset Management. Drew has over twenty-five years of sales, marketing, and advertising experience, including authoring a book on startup marketing for McGraw Hill; running an ad agency specializing in the financial services and high-tech sectors; founding DRUMS...
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  • John Wilson, MBA
    Co-CEO, Managing Partner, Senior Portfolio Manager
    John Wilson, MBA
    Co-CEO, Managing Partner, Senior Portfolio Manager
    John Wilson is a founding principal, Co-CEO and Managing Partner of Ninepoint Partners. John oversees all aspects of the firm’s investment and research initiatives. Prior to Ninepoint’s formation, he was CEO, CO-CIO and Senior Portfolio Manager at Sprott Asset Management (SAM). Previous to SAM, he was Chief Investment Officer at Cumberland Private Wealth Management, founder and CEO of DDX Capital Partners, an alternative investment management firm; was Managing Director at RBC Capital Markets...
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  • Eric Nuttall
    Partner, Senior Portfolio Manager
    Eric Nuttall
    Partner, Senior Portfolio Manager
    Eric Nuttall is a Partner and Senior Portfolio Manager with Ninepoint Partners LP. He joined the firm in August 2017 and was previously a Portfolio Manager at Sprott Asset Management LP since February 2003. Eric's views on energy are frequently sought after by BNN Bloomberg, CNBC, The Globe and Mail, The National Post, and other media organizations. Eric graduated with High Honours from Carleton University with an Honours Bachelor of International Business.
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  • Mark Wisniewski
    Partner, Senior Portfolio Manager
    Mark Wisniewski
    Partner, Senior Portfolio Manager
    Mark Wisniewski is Partner and Senior Portfolio Manager at Ninepoint Partners and oversees the firm’s Fixed Income team and investment strategies. Prior to Ninepoint’s formation, Mark was with Sprott Asset Management (SAM) from 2015, rounding out more than 30 years of investment industry experience, specializing in fixed income. Prior to SAM, Mark was a Portfolio Manager specializing in alternative credit products at GluskinSheff & Associates, where he managed $1.3 billion across several...
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  • Jeff Sayer, MBA, CFA
    Vice President, Portfolio Manager
    Jeff Sayer, MBA, CFA
    Vice President, Portfolio Manager
    Jeffrey Sayer is Vice President, Portfolio Manager at Ninepoint Partners. Jeff oversees Global Equity, Infrastructure, and Real Estate investment strategies for the firm. Prior to Ninepoint’s formation, Jeff was with Sprott Asset Management (SAM), rounding out more than 20 years of investment management experience.  Jeff received his MBA from the Schulich School of Business at York University and was awarded his CFA designation in 2004.
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  • Etienne Bordeleau-Labrecque, MBA, CFA
    Vice President, Portfolio Manager
    Etienne Bordeleau-Labrecque, MBA, CFA
    Vice President, Portfolio Manager
    Etienne Bordeleau-Labrecque is Vice President, Portfolio Manager at Ninepoint Partners. With over 10 years of expertise across equities, interest rates and credit, he now focuses primarily on the firm’s Fixed Income franchise. Prior to Ninepoint’s formation, Etienne was with Sprott Asset Management (SAM) from 2012, where he worked as an Analyst and Associate Portfolio Manager, covering North American equities in the financial, energy, utility and health care sectors. From 2008 to 2011, Étienn...
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  • Colin Watson
    Portfolio Manager
    Colin Watson
    Portfolio Manager
    Colin Watson's background spans across equities, asset allocation & derivative-based strategies. Prior to Ninepoint Partners, Colin worked as a Portfolio Manager at IMCO on a team responsible for overseeing IMCO’s $26B public equity allocation and deploying derivatives-based strategies for IMCO’s public asset allocation strategy. Prior to IMCO, Colin worked at Ninepoint Partners on equity selection & options-based overlays. Colin holds a Bachelor of Commerce Degree from McMaster Unive...
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  • Alex Tapscott, CFA
    Managing Director, Digital Asset Group, Portfolio Manager
    Alex Tapscott, CFA
    Managing Director, Digital Asset Group, Portfolio Manager
    Mr Tapscott is an entrepreneur, business author, and seasoned capital markets professional focused on the impact of emerging technologies, such as blockchain and cryptocurrencies, on business, government, and society. His latest book, Web3: Charting the Internet’s Next Economic and Cultural Frontier (Harper Collins), was published September 19th, 2023. Alex is also the Managing Director of the Digital Assets Group at Ninepoint Partners, one of Canada’s leading investment firms, with more than...
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  • Nick Warwick, MBA, CFA
    Associate Portfolio Manager
    Nick Warwick, MBA, CFA
    Associate Portfolio Manager
    Nick Warwick is an Associate Portfolio Manager at Ninepoint Partners. Prior to Ninepoint, Nick was with TD Asset Management as a credit analyst covering the global oil & gas and non-North American financials sector. Past sector coverage includes pipelines, utilities, and industrials. Prior to his time at TD Asset Management, Nick worked for TD Securities on a foreign exchange sales desk in addition to a fixed income sales desk. Nick holds a Bachelor of Arts Degree from Queen's University...
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  • Robert McCallum, CFA, CIM, MFin.
    Director of Portfolio Consulting, Associate Portfolio Manager
    Robert McCallum, CFA, CIM, MFin.
    Director of Portfolio Consulting, Associate Portfolio Manager
    As the Director of Ninepoint Portfolio Consulting, Robert leads the PRISM program. Prior to Ninepoint, Robert was Vice President at BlackRock Inc. and led the Portfolio Consulting team efforts in Canada. The team was based out of San Francisco/New York, where they worked with some of the most sophisticated institutional clients in the world. Prior to BlackRock, Robert worked on Private Equity at Constellation Software (CSU), and RPIA, a boutique Credit Hedge Fund in Toronto. Robbie is a CFA C...
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  • Keegan Stoyles, CFA
    Associate Portfolio Manager
    Keegan Stoyles, CFA
    Associate Portfolio Manager
    Keegan joined Ninepoint Partners in January 2022 as an Analyst for the Ninepoint Energy Fund. Prior to Ninepoint, Keegan worked as an Equity Research Associate at TD Securities with a focus on the Energy sector, with coverage spanning Canada, the U.S and several European Supermajors. Prior to that he started his career at Encana (now Ovintiv) as a geologist and also spent several years at a private startup oil & gas company. He attended the University of Calgary and obtained a Bachelor of...
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  • Jake Moodie
    Analyst, Digital Asset Group
    Jake Moodie
    Analyst, Digital Asset Group
    Jake Moodie is an Analyst of the Digital Asset Group at Ninepoint Partners, originally joining the firm in December 2022. He reports directly to Alex Tapscott, helping with the Ninepoint Web3 Innovators Fund and all other Ninepoint Digital Asset Group initiatives. Jake graduated from the Smith School of Business at Queen’s University in 2023, obtaining a Bachelor of Commerce Degree (First Class Honours).
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  • Arif Bhalwani, MBA, CFA
    Chief Executive Officer & Managing Director, Third Eye Capital - Sub-Advisor
    Arif Bhalwani, MBA, CFA
    Chief Executive Officer & Managing Director, Third Eye Capital - Sub-Advisor
    Arif Bhalwani is Chief Executive Officer and Managing Director of Third Eye Capital Management Inc., and a member of its Investment Committee. He is also a founder and President of Third Eye Capital Corporation (“TECC”), an affiliated originator, underwriter, servicer, and manager of senior, secured commercial loans. Prior to founding TECC, Arif co-founded Pinnacle Capital, an early-stage and specialty venture capital firm and registered limited market dealer. At Pinnacle Capital, he led the...
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  • Mark Horrox, MBA
    Principal, Third Eye Capital - Sub-Advisor
    Mark Horrox, MBA
    Principal, Third Eye Capital - Sub-Advisor
    Mark is responsible for deal origination, due diligence, structuring and closing, investment monitoring and servicing, workouts, harvests, and exits. Previously Mark was a Vice President at Catalyst Capital Group focused on event driven and special situations investing. Prior to that, Mark worked for BlueCrest Capital Management as a senior Analyst in their Special Situations Fund, focusing on growth and turnaround financing. Mark holds a Masters in Business Administration from the London Bus...
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  • Dev Bhangui, MBA
    Principal, Third Eye Capital - Sub-Advisor
    Dev Bhangui, MBA
    Principal, Third Eye Capital - Sub-Advisor
    Dev is responsible for deal origination, due diligence, structuring and closing, investment monitoring and servicing, workouts, harvests, and exits. Prior to Third Eye Capital, Dev was a Managing Partner at Royal Bank Capital Partners’ where he focused on private equity investments in telecom. Prior to that he was Vice President in Royal Bank’s global TMT credit risk management group. Dev has held leadership positions at several boutique investment firms, and within the consulting practice of...
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  • Jason Mayer, MBA, CFA
    Senior Portfolio Manager, Sprott Asset Management - Sub-Advisor
    Jason Mayer, MBA, CFA
    Senior Portfolio Manager, Sprott Asset Management - Sub-Advisor
    Jason Mayer joined Sprott Asset Management LP in November 2012. Jason has more than 15 years of investment industry experience focused on structuring flow-through investment vehicles and managing portfolios of growth oriented resource equities. Mr. Mayer joined Sprott from Middlefield Capital Corporation where he acted as lead portfolio manager on a number of investment funds with a focus on resource equities. Mr. Mayer is an MBA graduate of the Schulich School of Business at York University...
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  • Maria Smirnova, MBA, CFA
    Senior Portfolio Manager, Sprott Asset Management - Sub-Advisor
    Maria Smirnova, MBA, CFA
    Senior Portfolio Manager, Sprott Asset Management - Sub-Advisor
    Maria joined Sprott Asset Management LP as a Research Associate in May 2005, and was appointed Associate Portfolio Manager in February 2010, Portfolio Manager in March 2014 and Senior Portfolio Manager in May 2017. Maria is part of the precious metals team and manages Ninepoint Silver Equities Fund and Ninepoint Gold and Precious Minerals Fund. Maria has over 20 years of experience in the financial services industry; she began her career at Excel Funds Management as Operations Manager, and su...
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  • Shree Kargutkar, MBA, CFA
    Senior Portfolio Manager, Sprott Asset Management - Sub-Advisor
    Shree Kargutkar, MBA, CFA
    Senior Portfolio Manager, Sprott Asset Management - Sub-Advisor
    Shree has more than 10 years of investment experience. He began his career at Sprott Asset Management in May 2010. During his time at Sprott, he has run both long-only and long-short strategies. Shree specializes in precious metals and commodities investing. He also leverages his expertise in derivatives across various mandates and implements strategies for risk mitigation, income generation and improving upside capture. Shree obtained his MBA from the University of Toronto in 2011. He holds...
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  • Wayne Ehgoetz
    President & CEO, Waygar Capital - Loan Consultant
    Wayne Ehgoetz
    President & CEO, Waygar Capital - Loan Consultant
    Wayne Ehgoetz is the President and Chief Executive Officer of Waygar Capital Inc.  He has spent over 30 years in asset-based lending in Canada.  From 1988 to 1992, Wayne led Stanchart Business Credit, the first asset-based lender in Canada.  Stanchart was acquired by ABN Amro Bank and he continued to run the organization until leaving to start Congress Financial in 1992.  During the next 15 years, Congress became the largest asset-based lender in Canada.  In subsequent years, Congress Financi...
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  • Terrence Kruk
    Managing Director, Operations and Compliance, Waygar Capital - Loan Consultant
    Terrence Kruk
    Managing Director, Operations and Compliance, Waygar Capital - Loan Consultant
    Terrence (Terry) Kruk is a Managing Director of Waygar Capital Inc.  He has spent over 25 years in asset-based lending including business development, underwriting, field examinations, and portfolio management.  Prior to his involvement in lending, he was an Audit Supervisor (Coopers & Lybrand), Internal Auditor – Head Office (Alcan Canada), Controller (Blake, Cassels and Graydon LLP) and Controller (Tilden Car Rent).  Terry was a key senior member in a number of asset-based lending start...
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  • Aaron Ehgoetz, CPA, CA
    Managing Director, Finance, Waygar Capital - Loan Consultant
    Aaron Ehgoetz, CPA, CA
    Managing Director, Finance, Waygar Capital - Loan Consultant
    Aaron Ehgoetz is a Managing Director of Waygar Capital Inc. He has spent the last 8 years in various positions building a skill set in finance, accounting, due diligence, field examinations, underwriting, and operations. Aaron began his career at Focus Lenders Services Group LLP, performing collateral field exams, assisting Asset Based Lenders across Canada and the United States. Subsequently, he joined PricewaterhouseCoopers (PwC) where he worked as a member of the Corporate Finance team, ad...
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  • Stephen Sharp
    Senior Vice President, Origination, Waygar Capital - Loan Consultant
    Stephen Sharp
    Senior Vice President, Origination, Waygar Capital - Loan Consultant
    Stephen Sharp is a Senior Vice President at Waygar Capital Inc. He has spent over 30 years in asset based lending in Canada, including underwriting, portfolio management, credit, and new business origination. Throughout Stephen’s career, he has held progressively senior positions at Bank of New York, Wells Fargo (previously Congress/Wachovia Bank) as well as PNC Bank Canada. Stephen is a market builder, establishing both Canadian and Montreal offices. He is extremely well known in the asset b...
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  • Donald Rogers
    Senior Vice President, Portfolio Manager, Waygar Capital - Loan Consultant
    Donald Rogers
    Senior Vice President, Portfolio Manager, Waygar Capital - Loan Consultant
    Donald (Don) Rogers is Senior Vice President and Portfolio Manager at Waygar Capital Inc.   Don has over 30 years in Asset Based Lending as well as Commercial/Corporate Lending including internal audit, credit, and portfolio management.  Don also owned an advisory firm specializing in loan recovery, portfolio realization, restructuring, and business asset realization.   Throughout his career, he has held progressively senior positions at Royal Bank of Canada, First Interstate Bank, CIT Busine...
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  • Charles Taerk
    President & Chief Executive Officer, Faircourt Asset Management - Sub-Advisor
    Charles Taerk
    President & Chief Executive Officer, Faircourt Asset Management - Sub-Advisor
    Mr. Taerk is a co-founder of Faircourt Asset Management Inc. Mr. Taerk has been President and CEO since inception of Faircourt in 2002. From 1999 to 2001, Vice President and Managing Director for Charles Schwab Canada, Co., and a member of its Executive Committee. His responsibilities included leading the development of Investment Banking, Syndication as well as Institutional Research. Prior to that, Mr. Taerk was in the Corporate Finance group at Porthmeor Securities, where he worked from 19...
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  • Douglas Waterson, CPA, CA, CFA
    Chief Financial Officer & Portfolio Manager, Faircourt Asset Managment - Sub-Advisor
    Douglas Waterson, CPA, CA, CFA
    Chief Financial Officer & Portfolio Manager, Faircourt Asset Managment - Sub-Advisor
    Mr. Waterson brings over 10 years of financial management experience to the Trust. Prior to joining the Manager, Mr. Waterson worked as a Senior Supervisor at the Office of the Superintendent of Financial Institutions (Canada) (OSFI), where he was responsible for monitoring and conducting risk assessments of Schedule I banks. From 2000 to 2001, Mr. Waterson worked as an Analyst in the Investment Banking Group at Charles Schwab Canada, Co. where he was responsible for the initial review of pro...
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  • Warren Naphtal
    President & CIO, P/E Global - Sub-Advisor
    Warren Naphtal
    President & CIO, P/E Global - Sub-Advisor
    Mr. Naphtal has served as President and Chief Investment Officer of P/E Investments, since cofounding the company in 1995. He has lead development of non-correlated alpha strategies, with a focus on global markets. Prior to P/E Investments, Mr. Naphtal served in various investment roles including Head of Derivative Strategies at Putnam Investments, Head of Risk Management at Continental Bank and an options trader at O’Connor & Associates. Mr. Naphtal earned a S.M. In management from The S...
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  • Aaron Peck, MBA
    Managing Director, Portfolio Manager Monroe Capital - Advisor
    Aaron Peck, MBA
    Managing Director, Portfolio Manager Monroe Capital - Advisor
    Mr. Peck is a Managing Director and Portfolio Manager of Monroe Capital. He joined the firm in 2012 and is a member of Monroe’s Investment Committee. Mr. Peck has over 25 years of experience in credit, lending, high yield, distressed credit and public company operations and investor relations. Prior to Monroe, Mr. Peck was Chief Investment Officer at Deerfield Capital Management and was responsible for the investment teams at Deerfield including syndicated and middle market loan teams which m...
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Our Story

Our Name

The Ninepoint name was inspired by the “nine-point puzzle”, where four, continuous straight lines are used to connect all nine points of a 3×3 grid. The only way to solve the puzzle is to draw “outside the box”. We call that "Alt Thinking".

Why Alt Thinking

Alt Thinking

"Alt Thinking" informs everything we do, from the education we offer to help you make better investment decisions, to the investment solutions we develop to better address the challenges you face in a complex investment environment.

As the value of diversification to a well-managed portfolio continues to grow, we are committed to delivering on the promise that our company name suggests: "Alt Thinking".

Our Offices