Who We Serve
Photo by Ed Fuhr Photography
We are dedicated to our goal of providing well researched investment advisory services to a diverse range of client firms, both big and small.
Our team of experienced professionals works closely with you to design customized solutions tailored to your unique needs and objectives. Here are the primary ways in which we engage with client firms.
Sub-advisor Relationships
As a trusted sub-advisor, we work closely with financial institutions and other firms to manage client accounts on their behalf. Our sub-advisory services are designed to help you achieve your clients’ investment goals while maintaining a high degree of transparency and control. We manage a wide range of purpose-driven and values-oriented portfolios across multiple risk profiles, and we are open to exploring more customized solutions, as well. Our bespoke approach ensures your clients receive personalized portfolio management that aligns with their risk tolerance and financial objectives.
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Case Study
We have assisted an RIA in their efforts to gain the business of an ultra-high net worth family who received shares of a newly-public company. Our work encompassed portfolio construction, including the incorporation of private and alternative strategies, assisting with the transition away from a concentrated position in the public company, and providing guidance on hedging strategies to help mitigate risk during the transition.
Consulting Relationships
Our consulting services are designed to provide financial institutions and other client firms with strategic advice and guidance on a range of investment-related matters. From portfolio analysis and optimization to asset allocation and risk management, our experienced team is committed to helping you make informed decisions to enhance your clients’ financial well-being.
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Case Study
Assisted a client firm with constructing optimized, values-aligned portfolios for large institutional clients often in more complex geographies such as emerging markets. The work helped our client to quickly scale their business and they were subsequently acquired by another, larger company as part of the firm’s values-aligned enhanced indexing efforts.
Research Delivery
We understand the importance of staying ahead of the curve in the rapidly evolving investment landscape. Our research delivery services provide your firm with timely, actionable insights and in-depth analysis of global markets, macroeconomic trends, and investment themes. By leveraging our industry experience and access to research content, we provide you with the tools and knowledge you need to make informed decisions and better serve your clients. We also provide the opportunity to distribute our research and commentaries, allowing you to put institutional-level material in front of your clients and prospects with your branding.
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Case Study
Construction and ongoing monitoring of a global actively managed equity portfolio for an RIA firm seeking to offer their clients with customized, low cost access to individual stock equities.
Private and Alternative Investment Due Diligence
Navigating the complex world of private investments requires experience, knowledge, and a rigorous due diligence process. We offer comprehensive private investment due diligence services to help you identify and evaluate potential opportunities for your accredited investor clients. Our team of professionals conducts thorough assessments of investment strategies, performance, risk management, incentives, and organizational structure to provide you with a clear understanding of the risks and rewards associated with each opportunity. We have experience diligencing opportunities ranging across a variety of asset classes, including private equity, private debt, venture capital, real estate, and infrastructure.
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Case Study
Member of the general partner, investment committee, and responsible for sourcing and evaluating impact investments in private equity and venture capital for a values-based private capital access fund. This joint venture was executed with an RIA partner firm with the goal of providing their clients with access to values-aligned private investments as well as to provide new growth in assets under management.