Family Offices


Pyramis provides family office clients with a multi-asset-class, global product line that currently includes:

  • Active, risk-controlled domestic equities
  • International equities
  • Fixed income securities
  • Real estate
  • Alternative disciplines

The cornerstone of Pyramis' investment philosophy is the belief that through in-depth fundamental analysis of companies, the firm's investment professionals may be able to identify securities that outperform the market. Pyramis applies this philosophy on behalf of its clients.

Pyramis’ goal is to establish a global, regionally-based research organization. Supporting Pyramis portfolio managers are Pyramis's own 43 research analysts and seven sector portfolio managers who identify original alpha-generating opportunities on their own and in their own ways that directly support our clients' objectives. Pyramis managers also access Fidelity's broad equity research platform which includes 358 equity research professionals working for Fidelity around the globe as of March 31, 2008 as well as third party research.

Our family office clients can gain access to the investment capabilities of Pyramis provided certain criteria are met such as investment minimums and investor status.