PORTFOLIO SOLUTIONS

Our multi-asset approach provides clients with unparalleled access across the investable universe.

  • HOLISTIC ASSET ALLOCATION

    A refined top-down approach tailored to your individual risk preferences, liquidity requirements, and target returns.

  • PUBLIC EQUITIES

    Broad market exposure, enhanced by proactive tax-loss harvesting to boost flexibility and optimize after-tax outcomes.

  • FIXED INCOME

    Access to highly tax-efficient income via municipal bond specialists focused on stability and reliability.

  • PRIVATE EQUITY

    Growth-oriented capital via targeted, sector-specific investments—including direct, secondary, and co-investment solutions—delivered through both evergreen structures for continuous exposure and flexibility, as well as traditional drawdown vehicles for long-term capital deployment and value creation.

  • PRIVATE CREDIT

    Senior-secured and asset-backed lending across lower, middle, and upper market segments provides a flexible, complementary alternative to traditional fixed income—delivered through both evergreen vehicles for ongoing portfolio access and drawdown structures for targeted, long-term capital allocation.

  • REAL ASSETS

    Access to a diversified spectrum of real assets—including infrastructure, tax-advantaged 1031 and 721 exchanges, Opportunity Zone investments, and net-lease solutions—delivered through both evergreen and drawdown vehicles for tailored portfolio construction, enhanced income, and inflation protection.

  • CO-INVESTMENTS

    Strategic co-investment opportunities alongside established managers in capacity-constrained transactions, offered through evergreen and drawdown fund structures—enabling direct participation in select deals with preferred economics.

  • VENTURE CAPITAL AND HEDGE FUNDS

    Access to a broad array of venture capital and hedge fund strategies—delivered via both evergreen vehicles for ongoing market exposure, liquidity, and compounding opportunities, and drawdown structures for targeted investments and vintage diversification.

  • IMPACT INVESTING

    Accession Partners delivers exclusive access to values-aligned impact investments through drawdown fund structures, and also offers screened equity portfolios—leveraging rigorous ESG, values-based, and exclusionary criteria—to construct tailored public market solutions aligned with each client’s unique mission and objectives.

Why Choose Accession Partners?

We offer a curated approach to wealth management.

Our firm delivers innovative, connected access to private markets strategies and public market solutions for sophisticated investors, business owners, family offices, traditional wealth advisors, and philanthropic organizations.