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.