Dan Mavraides

Functions as a College/University

ARIS strive to help clients achieve attractive, stable investment returns over the long-term. The firm builds asset allocations that balance risk exposure through different economic environments. Their investment platform emphasizes the separation of active management (alpha) and asset allocation (beta) to better manage risk. They appreciate the benefits of a balanced public markets portfolio, and how to integrate that with a well-constructed alternatives portfolio (private equity, hedge fund, venture capital and real estate investment vehicles).

Evoke's investment strategies recommended to each client generally emphasize long-term ownership of a diversified portfolio of marketable and non-marketable investments intended to provide superior after-tax, inflation-adjusted, economic returns. The firm recommends broad diversification via a long-term asset allocation strategy, diversified both across asset classes and within asset classes, to improve the risk and return potential of client portfolios. More specifically, they may recommend multiple asset classes (both liquid and illiquid), market capitalizations, market styles, and geographic regions to provide diversification.