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Our Primary Services
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Portfolio Modeling
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Strategic Asset Allocation
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Investment Policy Development
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Manager Research
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Alternative Research
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Performance Measurement
Client Service
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Our service commitment to every client is open-ended.
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Each of our consultants serve only a limited number of clients.
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We are small by design and accept new clients on a select basis.
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We work harder for fewer clients.
Research
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We seek opportunities where others do not.
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Experts in both traditional and alternative strategies.
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We favor specialist managers with differentiated approaches.
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We seek experienced and invested teams with niche expertise.
Differentiators
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Singular focus
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Very low Client-to-Consultant ratio
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Customized portfolios and solutions
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Focus on absolute return generation
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Rigorous attention to cost and efficiency
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