Our Portfolio

Global Allocation

The Triangle Peak team researches the macroeconomic environment to identify growth prospects in various economies and sectors. We evaluate inflation and inflation expectations, monetary policies, and risk premia to build a portfolio that includes U.S. and foreign fixed income, U.S. and foreign equities, commodities, real estate, and other real assets. By utilizing a variety of portfolio optimization tools and analyses, we construct portfolios designed to optimize performance for taxable entities.


Palo Alto, California

505 Hamilton Ave, Suite 300
Palo Alto, CA 94301


505 Hamilton Ave

Carmel, California

P.O. Box 3788
Carmel, CA 93921

(Office location: Carmel Plaza, Suite 305, Ocean & Mission Streets)

Ocean Ave & Mission Streets

Houston, Texas

11 Greenway Plaza, Suite 2000
Houston, TX 77046

11 Greenway Plaza