Our Expertise

Our business practices are disrupting the investment management business. From technology-driven low-cost investment strategies to complex private equity partnerships, you benefit from both leading industry changes and a long term view.

 

Our Services

Corporate Retirement Plans

You want a compelling retirement plan to attract talented employees. You also want to control costs and ensure that your regulatory and fiduciary obligations are met. 

  • Fiduciary services and regulatory best practices

  • Defined Contribution plan design and ERISA consulting
  • Robust investment research and due diligence capabilities
  • Investment policy development
  • Risk management and benchmarking services
  • Employee engagement and communication
  • TPA and recordkeeping services
  • Payroll and technology integration

Institutional Investments

We track the activities leading institutional investors globally. Our extensive proprietary research on thousands of private equity funds, real estate funds and hedge funds is coupled with our experience. 

  • Leverage multi-million dollar research platform to provide unique insights to our clients

  • Provide manager search and selection
  • Governance and regulatory consulting
  • Investment policy creation and implementation
  • Asset allocation policy and performance monitoring

Private Equity

Private equity firms and their investors face a number of unique challenges. Our deep industry experience helps all stakeholders navigate with confidence.

 

Alternative investments

Alternative investments tend to behave differently than traditional stock and bond investments. They have the potential to increase diversification and enhance returns. From unique partnerships to widely held strategies, we have you covered.


Hedge funds

In the past twenty years, the hedge fund landscape has changed dramatically. Most hedge funds do not add value. We provide perspective on what risks are worth taking.

Real-estate partnerships

All real estate requires local expertise and relationships. We leverage local and global networks to benefit our clients.


Tax efficient, low cost, broadly diversified investment strategies

Index funds and ETFs have created a revolution for investors. These strategies are low cost, lower risk through broader diversification and are tax efficient. We optimize your mix of index, algorithmic and active strategies.

 

 

 

Individual Wealth Management

We create customized strategies for your goals. We create your portfolio, serve as your investing coach and minimize taxes to create the best possible outcomes for you. 

  • Estate planning

  • Investment management
  • Life insurance
  • Asset-backed lending
  • Strategic business planning
  • Succession planning
  • Risk Management

Trust

We bring integrity to everything we do, from simple details to long-term relationships.

Creativity

We bring a level of creativity and entrepreneurial thought that continues to differentiate us from our competitors. 

Customized

We do not operate within a box and bring a solutions-focused approach to our process.