Who We Serve

RIAs + Trust Companies

Provide independent investment advisers and financial intermediaries with institutional-quality manager research, market research, model portfolios and ongoing monitoring.

  • Research can be private labeled
  • Online access to research materials
  • Quarterly manager/fund profiles
  • Approved Active + Passive funds for all asset classes
  • SRI/ESG/Impact investment options
  • Investment Committee participation (if desired)

Institutions

Provide non-discretionary consulting and outsourced CIO (OCIO) services to endowments, foundations, pensions and other institutions.

  • Investment Policy Statement
  • Asset allocation
  • Traditional + Alternative manager research
  • SRI/ESG/Impact investment options
  • Performance reporting
  • Investment Committee Participation