Investment Approach

A DIFFERENT WAY OF THINKING ABOUT WEALTH

“Own the assets that help power the world .”

WHY WE INVEST DIFFERENTLY

Many investment firms begin by asking, “How should we allocate between stocks and bonds?” At Firehorse, we begin with a different question:

“What long-term investment themes are likely to remain relevant over the coming decades?”

Rather than building portfolios around market indexes or today's headlines, we build them around long-term principles commonly used by institutional investors and family offices

THE FIVE PRINCIPLES BEHIND EVERY FIREHORSE PORTFOLIO

Innovation

Investing in the technologies and businesses driving productivity, artificial intelligence, and the future of the global economy.

Scarce Resources

Investing in the finite resources that remain essential to global industry, infrastructure, and long-term economic development.

Human Capital

Investing in businesses that improve lives through healthcare, life sciences, financial services, and responsible leadership.

Every investment decision is considered within the context of your complete financial life. Because investment decisions rarely stand alone, we integrate investment management, tax planning, estate planning, business and executive planning, retirement income planning, and family legacy planning.

Civilization Infrastructure

Owning the energy, infrastructure, and essential systems that power modern life and support long-term economic growth.

Productive Assets

Owning income-producing public and private assets intended to generate durable cash flow and provide diversification beyond traditional stock and bond exposure.

Beyond Public Markets

Alternative investments can play an important role in a well-designed portfolio.

For appropriate investors, Firehorse looks beyond traditional stocks and bonds to private and alternative investments that may provide additional sources of income, growth and diversification.

Depending on a client's objectives, portfolio and qualifications, that may include opportunities in private credit, private equity, real assets, energy, infrastructure, real estate and other private-market strategies.

We don't believe alternatives belong in a portfolio simply because they are “alternative.” Each investment should have a purpose whether that is generating income, diversifying sources of return, accessing opportunities unavailable in the public markets, or complementing a client's broader investment strategy.

The goal is not more complexity. It is a more complete portfolio.

MORE THAN AN INVESTMENT PORTFOLIO

THE FIREHORSE DIFFERENCE

We believe the most valuable advice is given before a decision is made. By combining more than 30 years of experience in law, taxation, estate planning, investment management, and family wealth strategy, Lisa helps clients make informed financial decisions—and understand how those decisions influence other aspect of their financial life. Because when every decision is made with intention, every year has the opportunity to become the Year of the Firehorse.

Financial planning is an important component of investing. For that reason,Financial planning is a core component of our investment management process.

The investment themes described herein illustrate Firehorse Strategic Partners' investment philosophy and research process. Actual portfolio allocations and investment recommendations will vary based upon each client's investment objectives, financial circumstances, risk tolerance, and other relevant factors.