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 9/30/14