This is where experience counts.

Our approach to investment consulting is practical. We strive to improve returns, reduce risk or both. Equipped with leading-edge proprietary tools like our Frontier Engineer and Portfolio Engineer, we provide practical solutions for complex issues. Beginning with our critical Three Levers investment policy exercise, you benefit from an integrated asset allocation framework which incorporates elements of strategic and tactical strategies.

Our manager research and selection process is rigorous and multi-faceted, utilizing proprietary qualitative screens and quantitative models to find the best managers regardless of investment structure. It is research structured to help you select managers for the right reasons and expectations. With over 30 experienced professionals dedicated solely to traditional and alternative investment manager research, you work with a deep and talented investment research team that truly becomes an extension of your staff.


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