Keeping it in the family
Beverly Chandler talks to Gailen Krug, chief investment officer and vice president of Waycrosse Inc about the company's method of managing money in a family office.
Q. Roughly how much money do you manage?
Waycrosse Inc, a family office in the Midwestern United States, manages a portfolio for three generations of two families. The families' largest asset is a privately held company, so diversification of their liquid wealth is very important.
Q.Is it in a mixture of alternatives and traditional investment?
The portfolio consists of: domestic equity in an enhanced-index strategy for tax efficiency (Barra Growth, Barra Value, S&P Mid cap, and Russell Small cap)
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