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Private Investments
Designed to deliver compelling alternative, direct, and co-investment opportunities —supported by strong research capabilities as part of a disciplined process.
Strategy
Research
Implementation
Destiny Target Outcome Fund (DAF III)
Designed to provide access to an innovative defined risk and income strategy within a simplified and consolidated structure.
This fund is done in collaboration with the Chicago Board of Options Exchange Vest team (CBOEVest). CBOEVest, which oversees more than $15 billion of target risk strategies, is the market leader in managing defined risk strategies.
Target Outcome Investments target a defined return profile, with an allowance for a specific level of risk, at a particular point in time. This is available only to eligible Accredited Investors or Qualified Purchasers.
Recognized Leadership in Alternative Investments
Tom Ruggie, Founder and Chief Investment Officer of Destiny Family Office, was named InvestmentNews Advisor of the Year for Alternative Investments, recognizing his leadership and long-standing expertise in portfolio construction, private markets, and alternative strategies.
Selected Past Investment Activity
The company logos and examples referenced on this page represent past investment offerings facilitated by Destiny Direct Investments and are provided for informational purposes only. They do not constitute an offer or solicitation.
The company tile logos listed are examples of past offerings, brought by Destiny Direct Investments, and are for informational purposes only.
Forging Strategic Partnerships with Industry-Leading Expertise and Capabilities
Comprehensive investment management enhanced through access to best-in-class custodial services, research, analysis, and curated alternative investment opportunities.
Execution and custody services used by the world’s largest institutional investors provides deep expertise and capabilities that integrate seamlessly with Destiny Family Office people, systems, and processes.
Research platform tools, managed accounts, indexes and turn-key model solutions built on rules-based and time-tested relative strength methodologies, delivering investment research and analysis to inform thinking and support informed decision-making.
Performs due diligence on managers across all asset classes and strategies, and maintains a proprietary database of firms, portfolio managers, and their investment products.
Recognized Leadership in Alternative Investments
Tom Ruggie, Founder and Chief Investment Officer of Destiny Family Office, was named InvestmentNews Advisor of the Year for Alternative Investments, recognizing his leadership and long-standing expertise in portfolio construction, private markets, and alternative strategies.
Execution and custody services used by the world’s largest institutional investors provides deep expertise and capabilities that integrate seamlessly with Destiny Family Office people, systems, and processes.
Research platform tools, managed accounts, indexes and turn-key model solutions built on rules-based and time-tested relative strength methodologies, delivering investment research and analysis to inform thinking and support informed decision-making.
Performs due diligence on managers across all asset classes and strategies, and maintains a proprietary database of firms, portfolio managers, and their investment products.
Execution and custody services used by the world’s largest institutional investors provides deep expertise and capabilities that integrate seamlessly with Destiny Family Office people, systems, and processes.
Research platform tools, managed accounts, indexes and turn-key model solutions built on rules-based and time-tested relative strength methodologies, delivering investment research and analysis to inform thinking and support informed decision-making.
Performs due diligence on managers across all asset classes and strategies, and maintains a proprietary database of firms, portfolio managers, and their investment products.
Selected Past Investment Activity
The company logos and examples referenced on this page represent past investment offerings facilitated by Destiny Direct Investments and are provided for informational purposes only. They do not constitute an offer or solicitation.
Explore Whether You are Accredited or Qualified for Our Investment Opportunities
Completing the questionnaire is a regulatory requirement and will help us determine whether an investor is eligible for access to exclusive investment opportunities.