Customized Solutions

Talson’s clients have access to customized solutions and the full resources of our experienced investment staff.

We provide highly customized portfolios to investors including institutional clients, high net worth individuals/family offices, and wealth management firms.

Our goal is to provide personalized, high quality advice to a limited number of select clients. A limited number of clients allows us to keep the research and portfolio management in the hands of the senior team, and a lower total AUM allows us to identify and make use of small, under-the-radar opportunities.

Talson works with clients in a collaborative, customized, and transparent way. We will tailor our solutions based on your investment goals and risk tolerance, providing access to differentiated, high quality alternative investments. Our services may be accessed via custom portfolios, consulting mandates, and collaborative white label solutions.