Private Investments
Designed to deliver unique alternative, direct, and co-investment strategies pursuing compelling opportunities—supported by strong research capabilities as part of a disciplined process.
Previous Direct, Private Investment Opportunities
Previous Direct, Private Investment Opportunities
Strategy
Research
Implementation
Destiny Alternative Fund I & II
A customized fund solution that provides access to a diversified portfolio of private alternative investments within a single entity. Portfolio allocations are made to a range of best-in-class private investment strategies, differentiated by management group, asset class, duration, and sub-strategy.
This is available only to eligible Accredited Investors and Qualified Purchasers.
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 and Qualified Purchasers.
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.
Explore the Appropriateness of Our Investment Opportunities
Completing this questionnaire is a regulatory requirement and will help us determine whether an investor is eligible for special access to exclusive investment opportunities.
