Our investment research and advisory experience goes back nearly three decades. As has always been the case, and is so still today, 100% of our revenue is derived from annual retainer and project fees paid by our fund sponsor clients. Therefore, our recommended investment structures are built from a product-agnostic platform. The bottom-line: we don't ever want to cause you to wonder why we make a recommendation, or whose side we are on.
Our firm is not so large that we can be even slightly indifferent to any client's success. Yet we believe we have the talent, technology, and tools to address the most complex investment situations. While we thoughtfully control our growth, we contend that our ample size maintains negotiating clout with managers and other service providers.
On a daily basis, we strive to leverage our knowledgeable staff and resources to provide you with forward-looking and innovative investment ideas. Within today's wildly unpredictable market environment, we remain vigilant, nimble, and ready to respond adroitly to fluctuating economic conditions and each of our client's evolving needs.
Let us show you how we can work together to achieve your investment goals.
*As of 6.30.15