We provide a full complement of solutions to financial institutions, ranging from advising on existing asset allocation programs or manager platforms to full-scale implementation of multi-discipline, multi-manager investment programs for insurance companies, broker dealers, banks, retirement plan service providers, as well as asset managers, hedge fund of funds and family offices. These solutions range in approach and complexity, including: traditional asset allocation programs, fiduciary services and retirement managed accounts delivered through plan providers, technology-based wealth management solutions, as well as innovative custom solutions using hedge funds and other non-traditional strategies.

Our Role

As a registered investment adviser, we can assume varying levels of responsibility, depending on the assignment. We can act as an investment adviser, sub-adviser or consultant-combining our expertise with that of our client's to create solutions that meet today's challenges.

Our Commitment

We understand the importance of a trusted brand and high quality service. To that end, we are committed to delivering the required branding and field support to meet the ultimate objective of the programs we serve, raising assets. Our high-touch client service model focuses on: