Research & Portfolio Advisory Services

Portfolio Architecture & Design

  • Global portfolios that help meet clients' specific investment objectives, with both traditional and innovative alternative investment options
  • Access to a broader range of investment choices than many traditional wealth managers
  • Careful balance of low-cost passive investments and established active teams

Investment Evaluation

  • We access the entire available universe of 30,000+ investment options
  • Team comprised of deep experience/knowledge evaluating independent strategies, individual equities and fixed income


  • Side by side consulting experience with advisors as well as clients
  • Advice rooted in empirical study