While there are many types of investors, we recognize that the vast majority have three primary objectives: achieve competitive returns, minimize downside volatility and reduce taxes. We target our efforts here in order to help your clients reach these closely held goals.

We obtain holdings from managers monthly going back at least five years and then perform portfolio construction and attribution work. In our view, this step is necessary to understand the implications of the firm and its strategy going forward.

We talk to everyone involved in the investment process individually and ask the tough questions. Our methodology allows us to get a good feel for the factors that make a firm tick, the likelihood that it will stay on track, and the drivers for the people involved. We are never required to retain a manager, so we are free to select only the ones in whom we have the strongest convictions.

We negotiate with investment managers on your behalf to provide lower costs and minimums compared to separate account direct platforms. As a result, you can spend more time with your clients while establishing a repeatable, scalable and cost-effective business model.