We build portfolios for our clients from a universe of investment managers across asset classes. Our objective is to know managers well so that we can represent them well in considering them for portfolios.
Our process is thorough. We start by collecting data and materials, then if appropriate meet to conduct an in-depth analysis, perform risk reviews — all before recommending any manager to a client. Our process divides managers into two categories — Public and Private — each with its own review process.
If you’d like to be considered, read more after identifying the type of manager you are: