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 close to 100 employees and approximately $38* 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 3/31/2013