Investment Services

LifeStage Portfolios™

Netherby LifeStage Portfolios™ are designed to serve as core holdings and are available in 6 risk/return grades ranging across the risk tolerance spectrum.  Additionally, Netherby’s LifeStage Portfolios™ are available on a white-label basis directly and through various service 3rd parties including the Sawtooth Asset Management platform.

Specialized Portfolios

Our Liquid Alternative Portfolios are a complement to the LifeStage Portfolios™. Netherby’s Liquid Alternatives cover many different strategies (e.g., Global Macro, Equity Long/Short, Merger-Arbitrage) packaged in investment vehicles offering daily liquidity.  Netherby also has investment strategies focused on SRI (Socially Responsible Investments), ESG (Environmental, Social and Governance) and Tax-Managed allocations.

Custom Portfolio Construction

In addition to our existing portfolios, Netherby develops customized investment solutions for investors.


Netherby acts as an Outsourced Chief Investment Officer (OCIO) for institutions offering:  Portfolio Construction, sourcing Investment Managers, Rebalancing portfolios, Asset Allocation and developing an appropriate Investment Policy.


Netherby provides investment research and due diligence on investments and Investment Managers.

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