Head of Sales & Marketing

William Goslee
William Goslee
Head of Sales & Marketing

Institutional Contacts

Brian Gray
Brian Gray
Vice President
Matt Finke
Matt Finke
Institutional Client Development

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 over 100 employees and more than $41* 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 12/31/2013

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Material is accurate as of this label date and no obligation nor intention to make updates or corrections exists.

Page Last Updated: 11/18/2013