ELEVATED
INVESTMENT PERSPECTIVE
Salita Partners is a multi-asset investment office providing research, guidance, and cross-asset management solutions to exceptional organizations, families, and wealth stewards.
WHO WE ARE
We are active owners with an investor-led, expert-driven approach to capital management. As career investors and proprietary asset managers, we have more than 90-years of combined experience and expertise in sophisticated cross-asset management and complex private wealth advisory.
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Our experience spans multi-firm disciplines and expertise with both sell-side investment banks in the public market, and buy-side firms, fund managers, and family-offices in the private sector. Our diverse backgrounds and extensive investment acumen allow us to effectively deliver comprehensive solutions - at the highest level - to any client.
Our tech-forward middle-office operations and robust technology integration ensure our infrastructure will continuously support our ability to execute long-term.
WHAT WE DO
MULTI-ASSET EXPERTISE & INSTITUTIONAL CAPABILITIES
We successfully manage proprietary and client capital across a broad spectrum of asset classes and sectors in both public and private markets.
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We provide institutional access to investment opportunities and alternative strategies that aim to deliver consistent performance. We are never constrained by limited investment selection, allowing us to provide our clients with the most effective solutions to address their needs.
MULTI-GENERATIONAL & CORPORATE ADVISORY
We pride ourselves on meticulously understanding each client to effectively drive unique outcomes for their unique demands.
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Our record of success includes advising other fund managers, privately held companies & partnerships, corporate-family-offices, non-profits, and ultra-high-net-worth individuals & trusts.
Fiduciary advisor to Corporate Boards & Investment Committees
OCIO (Outsourced Chief Investment Officer)
Investment Policy Statement Design & Oversight
Offshore Planning & Tax-Mitigation Strategies
Domestic Asset Protection Planning
Multi-Generational Estate & Trust Structuring
FULLY ALIGNED WITH OUR CLIENTS & STAKEHOLDERS
We align our economic interest to parallel that of our clients, and structure our performance fees so that we only benefit from their continued success.
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We combine the strength of our proprietary management with the depth of our market knowledge to provide our clients with access to the same investments opportunities we seek for ourselves. By investing our own capital in these strategies, we seek to align our interest with that of our clients and their beneficiaries. In addition, our fees are based on performance and not solely assessed on the level of assets we manage.
