Our Services

THE CHALLENGE

Institutional investing is not for the faint of heart. Delegating some or all of your current investment responsibilities to a co-fiduciary can let you more effectively reallocate resources and focus on program oversight and strategic decisions. If you are responsible for institutional investment decisions for a plan, then investment outsourcing options for fiduciaries offered by us could be the right solution for your organization.

PLAN SPONSORS: Outsourced Solutions for your Investment Challenges

We are registered investment advisor and can provide you selected delegated investment outsourcing solutions across both traditional and alternative asset classes. Our Delegated Investment Outsourcing Solutions are delivered in the form of the following services:

• Fiduciary Management
• Fund of Funds
• Manager Development Program Design
• Manager of Managers Services
• Outsourced Chief Investment Officer

We can provide a solution that enhances the sophistication and oversight of your investment program because we serve as an extension of your staff, leveraging the 360 degrees of experience possessed by our team.