Employing Alternative Investment Strategies
Worth Venture Partners
Founded in October 2012 by Abby Flamholz and David Wertentheil, Worth Venture Partners specializes in curating alternative emerging manager solutions. Our focus is on delivering outsized and sustainable returns, leveraging our deep understanding of some niche markets.
Customized Investment Excellence
We engage closely with families and individual investors, offering bespoke tax-efficient strategies for alternative portfolios. Our approach includes Worth’s Customized Portfolios, a service that harnesses our extensive emerging manager database. This enables clients to tailor their capital allocation, benefitting from our expert guidance in manager selection.
Innovative Tax-Efficient Structures
Recognizing the importance of tax efficiency, we partner with leading insurance providers to enhance the after-tax benefits of these investments. We employ planning structures of Private Placement Variable Annuities (PPVA) and Private Placement Life Insurance (PPLI), tailored to our clients' needs.
Unearthing Investment Opportunities
Our mission is to uncover and provide access to exceptional emerging managers, especially those with low correlation to traditional asset classes. Our diligent sourcing and due diligence processes aid us in our search for managers that can provide robust returns and capital preservation, even in shifting market landscapes.
Diligence and Discovery
We are committed to providing access to funds showcasing emerging managers in the early stages of their growth, adding a rigorous layer of due diligence. Our goal is to position our clients to benefit from the most promising and dynamic investment opportunities in the alternative asset space.

“We wanted to create a firm where we would be eager to be its clients”
Focusing on tax efficiency & emerging managers*
Assets Under Management
Including various sub-strategies*

Discuss our tax-efficient strategies
Personalized Investment Strategies for Every Client.