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Our Primary Services

  • Portfolio Modeling

  • Strategic Asset Allocation

  • Investment Policy Development

  • Manager Research

  • Alternative Research

  • Performance Measurement

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Client Service

  • Our service commitment to every client is open-ended.
  • Each of our consultants serve only a limited number of clients.
  • We are small by design and accept new clients on a select basis.
  • We work harder for fewer clients.
We seek opportunities where others do not.
  • Experts in both traditional and alternative strategies.

  • We favor specialist managers with differentiated approaches.

  • We seek experienced and invested teams with niche expertise.


  • Singular focus

  • Very low Client-to-Consultant ratio

  • Customized portfolios and solutions

  • Focus on absolute return generation

  • Rigorous attention to cost and efficiency

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