Since 1986, Slocum has offered investment advice and research to institutions.

Slocum serves over 120 institutional clients in the United States and Canada. We advise an aggregate asset base of approximately $115 billion.*

We provide unbiased, independent investment advice. We are not affiliated with and do not have financial arrangements with investment managers or brokers. 100% of our revenue is derived from annual retainer and project fees paid by our fund sponsor clients. Thus, our recommended investment structures are derived from a fully open architecture, 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’re on.

Our firm is not so large that we can be even slightly indifferent to any client's success.  Yet we have all the talent, technology, and tools to address the most complex investment situations. While we carefully control our growth, we still have ample girth to have negotiating clout with managers and other service providers.

On a daily basis, we leverage our knowledgeable staff and state-of-the-art resources to provide you with forward-looking and innovative investment ideas. With today's wildly unpredictable markets, we remain vigilant, nimble, and ready to respond adroitly to fluctuating economic conditions and your organization's evolving needs.

Let us show you how we can work together to achieve your investment goals.

*As of 6/30/14

Conferences

          

 

Clients

Some of our clients have been with us over 25 years, and over half of our clients have been with us for more than a decade. They know we are dedicated to the highest standards of service and ethical behavior in the industry. Our entire firm and its extensive resources are available to all of our clients every day.

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Services

We provide a broad array of sophisticated services to our diverse client base. From investment policy development to asset allocation modeling, manager selection, performance measurement, compliance monitoring, fee negotiations, and client education, our goal is to integrate strategically our clients' investments with their overall mission, tolerance for risk, and financial goals.

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Research

Roughly one-third of our staff is involved in research, which is indicative of how dedicated we are to this facet of our business. Our research team members have long histories of practical, real world trading, securities analysis, portfolio management, and capital markets experience. Their expertise, coupled with our extensive internal and external databases, allows us to track virtually every investment management firm and product  on the market.

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