Investment Consultants

Our principals have been fortunate to have spent time working in every aspect of the investment management business – as investment managers, investment consultants and plan sponsors. Our 360 degree perspective gives us insight into best practices within each of our ten services. During their careers, our principals have worked with the following organizations. After reviewing the list below, please contact us to learn more.

  • Abbott Capital Management, LLC
  • Albourne Partners, Ltd.
  • DeMarche Associates
  • Hamilton Lane Advisors LLC
  • Aon Hewitt Investment Consulting, Inc.
  • Mercer LLC
  • Pacific Corporate Group LLC
  • Pathway Capital Management, LLC
  • RV Kuhns & Associates, Inc.