We invest the way the river moves. Slowly, in one direction, and without much interest in the weather.
Most firms manage to the quarter, or at best the year. We manage to the generation — and that one choice decides everything downstream of it.
We also look after short-term, liquid, defensive portfolios, so a family can meet what is due this year without selling something bought for the next thirty.
Where shorter-horizon managers see volatility as risk, we see it as the price of admission to asset classes that have consistently rewarded patient capital over decades. Every portfolio begins with listening.
A structure built for your family, not a variation of a standard model.
From there, we construct a portfolio entirely specific to your family, drawing from global capital markets.
Our Investment Committee oversees every allocation decision, drawing on the manager relationships arcpoint and Mercer hold. We hold none of our own, which is what keeps the selection honest.
An endowment-style framework built for generational ambition.
Every portfolio is built in three layers, each doing a different job.
i · Foundation
60–80%
of total portfolio
The bedrock. Long-duration, diversified, institutional-grade, and built to hold through cycles and handovers.
ii · Conviction
10–30%
thematic & opportunistic
Researched positions in structural themes, sized small enough to be wrong about.
iii · Treasury
5–15%
fixed income & liquidity
Cash, term deposits, government bonds and fixed income, tailored to operational cash flows, seasonal patterns, and near-term commitments. A liquidity structure built for the seasons the family actually operates in. Not generic cash.
Indicative. A family's weightings are set by their circumstances, and the portfolios we run will sit outside these ranges when that's the right answer.
Unified Portfolio
One integrated strategy, tailored to your family.
Three architectures, working as one.
SMSFs designed as institutional-grade investment vehicles.
We design and run SMSFs as institutional investment vehicles, which gives a family direct control over asset allocation, manager selection and retirement income inside a tax-advantaged structure.
Every SMSF we look after is built into the family's wider strategy rather than run as a standalone account. Accumulation, pension, and estate planning phases are built as a single coherent structure — considered for after-tax outcomes across the full lifecycle of the fund and the family.
Trusts, companies, and partnerships — structured for the family, not the product.
We design and coordinate the structures that sit around a family's wealth. Family trusts, investment companies, partnerships, and corporate entities, each one there for a reason that can be stated.
Every structure is considered for tax across generations, asset protection, its role in succession, and how it fits the investment and estate plan. We don't bolt structures on. We build them as part of a single, integrated framework.
Institutional-grade research and governance behind every decision.
Investment decisions are supported by the research and governance infrastructure of arcpoint OCIO, including manager access via Mercer, economic research and market intelligence. arcpoint itself sits within the Fiduciary Partners ecosystem, which provides its compliance and governance framework. It's the same research and asset allocation machinery the large institutions run on, pointed at one family's balance sheet instead of a pension fund's.
Eleven distinct asset classes. Calibrated to your family's specific objectives.
From long-horizon growth to immediate liquidity, each allocation deliberate.
Larapinta Private
Private Letters
From time to time Troy Armstrong writes a Private Letter. A short essay on patience, structure, and the long custody of family capital. The letters are quarterly, occasionally more, never sent more often than the thinking warrants. They reach only those who ask to receive them.
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Wealth measured in generations, not quarters.
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