20

Years of investment history

$7.4B*

Assets under supervision

50

Partner families

10

Total access funds

About

CH Investment Partners is an investment advisor to ultra-high net worth families. Originally Crow Holdings Capital – Investment Partners, CH Investment Partners operates through a highly aligned model, using a cooperative approach for the benefit of a select group of families nationwide. The team is based in Dallas and specializes in developing and implementing customized investment portfolios for each family, delivered with exceptional service.

Investment Strategies

We offer our partner families a selection of actively managed opportunistic investment strategies which aim to achieve returns consistent with their goals and objectives. Each asset class has been chosen specifically for the ultra-high net worth channel through decades of experience and research.

Global Equities

We believe that over long periods of time, equities help build wealth and increase the likelihood of meeting spending requirements and maintaining purchasing power. Our public equity program focuses on long-term capital appreciation using third-party managers. Our Liquid Markets team selects managers with a global mandate that are long-term oriented and focused on tax efficiency.

Hedge Funds

Hedge funds are an important component of investing when their purpose and portfolio construction are clearly defined. Our low-volatility strategy has a flexible investment mandate which utilizes both long and short sides of the market which are engineered to target a rate of return between global stocks and U.S. fixed income.

PRIVATE EQUITY & DIRECT INVESTMENTS

Our private market strategies strive to achieve long-term capital appreciation that consistently outperforms public markets. Our Private Markets team invests in small, sector-specific funds as well as larger funds with historically low loss ratios. The team also invests in private companies, with asymmetric risk-reward profiles, sourced through existing PE relationships and our partner families.

Master Limited Partnerships

MLPs potentially offer an attractive mix of tax-efficient income and distribution growth without sacrificing the potential for long term capital appreciation. MLPs generally offer attractive yields relative to other assets and the ability to grow distributions over time. In addition to U.S. infrastructure exposure, our MLP strategy also potentially offers inflation protection, as many of the long-term tariff-based contracts on the pipeline assets include inflation escalator provisions.

Real Estate

As real estate is a core component of an ultra-high net worth portfolio, CH Investment Partners offers Crow Holdings Capital’s real estate strategies to our partner families. Our partner families are able to take advantage of the close relationship and invest in the flagship value-add fund invested across property types in the U.S., as well as its specialized fund strategies for small retail, self-storage, and multifamily.

Fixed Income

Our view is that fixed income is a core component of a well-diversified portfolio and exposure should be maintained even in low or rising interest rate environments. We believe that short duration strategies and municipal bond strategies provide safety of principal and a moderate rate of return. Fixed income allocations based on expected liquidity needs reduce the likelihood of being a forced seller of risk assets such as equities during market downturns.

Advisory Services

Our partner families benefit from the experience of the Trammell Crow family’s journey from a highly concentrated real estate portfolio to a diversified wealth preservation strategy.

We understand the complexities of serving sophisticated families and have proven experience designing and implementing solutions that reconcile competing capital needs between their operating business and their liquid assets.

Discover

Work with partner family to evaluate needs and understand investment parameters and goals.

Create

Create a customized portfolio strategy via an iterative process with partner family to meet family’s investment needs.

Implement

Implement agreed upon portfolio investment plan, formalize family’s ongoing needs, determine next steps, and consolidate reporting.

Monitor & Report

Monitor and review portfolio allocation and performance and continue to refine the strategy through open dialogue with the family.

Investment Advisory

Team

Diane Tobin

Chief Operating Officer

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Phil Ecob

Senior Managing Director

Partner Relations

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Kate Flume

Senior Managing Director

Partner Advisory

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Tyler Bethea

Senior Managing Director

Partner Advisory

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