Our Investments

A major benefit of working with Basso is our ability to bring all three forms of capital—intellectual, relationship, and financial—to an investment. Our decades of institutional hedge fund expertise, extensive industry knowledge, and global network are huge positives for investment partners. These capabilities allow us to develop uncommon investment opportunities that we believe to be low-risk with the potential to capture attractive returns.

We aim to provide the widest possible access to a range of appropriate wealth preservation investment options.

Here are some of the risk-focused investment types we offer

Fixed Income

In accordance with each family’s financial goals, we use low-risk fixed income investments to offer several potential benefits. These include added diversification, capital preservation, and income generation.

Private Investments

Our network includes opportunities for private investment directly into a company, rather than through an intermediary. We evaluate private investing in start-ups, as well as mid-stage businesses and other companies including “unicorns” with $1 billion-plus valuations.

St Katherine Group

Real estate investments can provide additional diversification to help preserve great wealth, and our real estate development partner brings a global perspective. “From Europe to the US, St Katherine Group’s mission is to build and invest in thoughtfully planned environments that enrich communities.”

Global Market

Global investments offer access to both established and emerging economies, which may be driven by different influences and growth rates than domestic markets. Placing money in different investment vehicles across geographies enhances portfolio diversification and potentially lowers overall risk.

Arbitrage Opportunities

Basso identifies suitable arbitrage opportunities through highly efficient, sophisticated technologies. We aim for short-term, low-risk returns created by detecting minuscule price variations. By executing a trade of simultaneous buying and selling in large volumes, we strive to add significant portfolio value.