What Makes Us Different

We have only one business – our client’s investment success.​​

 

·       Because we work harder for fewer clients, our consultants can pay attention to the

        details that move performance. We are ACTIVE Investment Consultants.

 

·       Smaller and capital constrained strategies can invest in less competitive and more

        inefficient areas to produce outsized returns. A large broker-related or large

        independent consultant may only recommend strategies that can be scaled across

        their entire platform. We show our clients a different set of asset managers than

        those who typically attend popular pension conferences.

 

·       We may recommend passive investment for a portion of public equity allocations.

        This significantly lowers the fee profile of the entire investment program. With these

        fee savings, we often recommend capacity constrained strategies in inefficient

        markets.

 

·       We have structured all aspects of our business to be responsive to changing

        markets and client needs.