33 Capital Management is a global wealth management firm dedicated to serving as a trusted steward of your wealth across generations and economic cycles. We are committed to providing knowledgeable and proactive guidance to help compound and transition your assets to meet your long-term goals.
We seek to employ an “all-seasons” strategy to safeguard our clients’ wealth while targeting superior risk-adjusted net returns. Our model portfolio is macro-focused, global and opportunistic. We identify and exploit discreet, secular opportunities to compound uncorrelated returns across a range of global asset classes.
We aim to achieve superior long-term, risk-adjusted returns for our investors that meet or exceed established benchmarks. We achieve this by employing a thematic-driven approach across asset classes utilizing best-of-class portfolio managers, with access to attractive co-investment opportunities by offering investment solutions and deploying capital based on an iterative model.
We conduct a holistic review of our clients’ wealth distribution taking into consideration the nature of their business and personal goals, liquidity, geography, and estate/succession planning priorities.