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