Head of Sales & Marketing

William Goslee
William Goslee
Head of Sales & Marketing

Institutional Contacts

Brian Gray
Brian Gray
Vice President
Carolyn McClintock
Carolyn McClintock
Vice President

INSTITUTIONAL INVESTORS

Institutional investors represent the core of our client base. Our service offerings to institutions feature traditional strategic consulting, manager research, and fully-outsourced managed portfolios.

With more than 95 employees and approximately $36* billion in assets under advisement, we are large enough to have depth of research and big-firm access to high-minimum managers, but small enough to be nimble, focused on our clients, and offer small-firm access to niche low-maximum managers.

To help ensure our clients' interests come first, we are structured as an independent, privately-owned firm. We have broad equity ownership to further promote stability. For many of our clients, we are the "longest-termed committee member," providing a consistent voice amidst committee turnover.

 

*As of 12/31/2012