About Us

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Since our founding, we have focused on serving clients who appreciate individualized account management, our philosophy of diversification and a high level of personal service. We have the experience and investment capabilities to meet the needs of a diverse client base.

- Family Offices

- Corporations

- Public Funds

- Endowments

- Foundations

- Taft Hartley

- Religious Organizations

- Financial Institutions

We understand the concerns of institutional investors, starting with your need to develop a deep understanding of our investment strategies and their ability to generate future returns. 

As a partner, we respect and share your desire for transparency, and have built a client service model capable of meeting your expectations for communication, risk management, and client reporting.

Private Market Scan and Deal Screening

Capital Innovations maintains a proprietary database of investment managers that tracks major infrastructure sectors, natural resource sectors and real estate sectors. Capital Innovations utilizes a highly customizable alternative asset class tracking system. Capital Innovations tracks what managers are currently in the market and when managers will be coming back to market.

Through this process, each potential investment is initially screened for factors such as strategy, value proposition, peer universe comparison, terms, and potential portfolio fit. Capital Innovations applies strong fundamental viewpoints and in-depth quantitative analysis to evaluate and rate products according to a myriad of factors. Capital Innovations’ process is a clear reflection of Capital Innovations’ operational and research standards and consists of two main stages:  

Initial Rating with the Capital Innovations InSight™ Process

First, the Capital Innovations InSight™ process, which uses Capital Innovations’ proprietary model, analyzes available investment manager data and rates each product according to seven factors: business, staff, investment process, investment risk, performance, terms/conditions, and operations. The Capital Innovations InSight™ process applies a quantitative framework around the fundamental insights Capital Innovations believes indicate investment opportunities which may be well-positioned to ultimately add value going forward. 

This initial review process allows Capital innovations’ research professionals to quickly identify investment products with the strongest potential of ultimately obtaining a “buy” rating after Capital Innovations’ due-diligence process concludes. Products that receive an above-average rating may move on to Capital Innovations’ full due diligence and rating process. We note a qualitative override of the process result can move a selected product into the next phase of our research process. Overrides typically occur when the data does not match a fundamental understanding of a product (e.g., a newly offered product from a well-established, highly regarded manager)