We can help grow your assets and strengthen your infrastructure. Founded in 2012, we have senior professionals in eight locations around the United States to serve you.  We are headquartered in Chicago with an office in New York and senior professionals located in Atlanta, Denver, Los Angeles, New York, Philadelphia and San Francisco.

We have built a diverse team of experienced functional experts to help you grow your investment platform. Everyone has extensive experience in developing and implementing actionable solutions to reduce business risk. On average, our team possesses approximately 30 years of business experience with more than 25 years of investment management experience.

Our exclusive focus on serving the institutional investment management community enables us to offer you three primary benefits while reducing business risk:

  • increased assets under management,
  • higher revenues and
  • greater profitability.


Our core values are Integrity, Diversity, Excellence and Empowerment. The resulting acronym, IDEE, is Latin for the word “idea.” These core values symbolize our desire to work with you to develop and deploy the best “ideas” to help your organization grow.

Integrity: We are committed to operating at the highest ethical standards with uncompromising honesty, transparency and selflessness towards you.

Diversity: We leverage the power of our 360 degree of experience and perspectives to benefit you.

Excellence: We are accountable for the constant pursuit of perfection in creating and implementing objective and complete solutions for you.

Empowerment: We strive to help you reach your full potential by providing you with pragmatic, functional strategies and implementation tools consistent with your needs and resources.

Mission, Vision and Edge

Our Mission: We exclusively serve the investment community to promote assset growth and profitability.

Our Vision: We desire to be the pre-eminent, global provider of solutions to the investment community.

Our Edge: With 360 degrees of real-world, investment management experience as asset allocators, investment managers and or gatekeepers, we assess enterprise risk, measure industry best practices and recommend and implement executable, solutions exclusively for the investment management community.

Corporate Giving

We are committed to giving back to the communities in which we work and live. We offer our professional skills and financial wherewithal to improve communities and non-profit organization efforts. Our focus areas include:

  • Building stronger communities
  • Mentoring students to help them achieve academic excellence
  • Working to improve the environment


On average, our team possesses more than 30 years of business experience and 25 years of investment management experience. Importantly, our business model is built on recruiting and maintaining a deep bench of talented, senior professionals. We draw on this pool of experienced functional experts to work for you without relying on junior personnel.