Securing and Growing Family
Savings Through Customized
Investment Strategies
Concierge Wealth Management for
Discriminating Investors
Flagship Funds
Managed Accounts
3rd-Party Manager Oversight
2nd Street Management is a private investment company focused on delivering unique financial services. From our flagship private fund, to our personally managed accounts, to our 3rd-Party Manager oversight services, our goal is to give you the ease of access and peace of mind you deserve.
Your money matters. Your future matters more. Our goal is to help you secure both in four primary ways.
FLAGSHIP FUND
Curated selection of equity and event-driven investments, paired with a clients-only newsletter for real-time explanation of the investment rationale. These ideas will range from value stocks, real assets, consumer monopolies, and thematic bets, and in all cases we want ourselves and our clients to understand what we own and why we own it. Additionally, this portfolio will aspire to minimize correlation with standard index-based allocations.
MODEL PORTFOLIOS
These are your set-and-forget portfolios – simple ways to get balanced market exposures. These portfolios are comprised of ETFs, so there’s typically no obligation to report them to your government or financial industry employer.
OUTSIDE MANAGERS
We actively cultivate investment opportunities for our clients. These include funds and SMAs managed by others, illiquid strategies, private businesses, venture capital, and anything else that we don’t offer directly. When we want to allocate to an area where we don’t have expertise (which is much of the time), we seek expert managers in that area.
CONCIERGE SERVICES
Beyond the investment realm, we aspire to support our clients in making gains on broader measures of well-being such as physical health, social connections, and freedom to spend our time as they choose.
History And Credibility
Our group has a multi-decade record of favorable capital allocation decisions. We’ve had active as well as passive roles in the construction of private businesses, some of which have had successful exits. We also have expertise in liquid securities and related strategies.
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