Founded in 2007, Mozaic is an independent, privately owned firm that provides high quality outsourced chief investment officer and family office services to some of the world's leading families, foundations, and corporations
Over 83 years of combined investment management experience in our senior investment team
Deep long-term relationships with best-in-class Wall Street firms in every type of investment strategy, especially in alternative investments
Direct access to top-tier performing institutional investment strategies not easily available to individual high net worth investors
100% objective investment advice without the hidden fees and conflicts of interest that arise on bank and brokerage firm-sponsored investment firms and platform alliances
Completely open investment platform that allows maximum flexibility
Investment portfolios are fully-customized to each client's specific needs
Personalized customer service to streamline and simplify each client's financial world
