Experience

• 12 year history as a team
• 20+ years experience in investments and sales
• Over 300 accounts closed either directly or through 43 consulting relationships
  

Focus

• Work with a limited number of non-competing managers
• Full service sales and marketing department handling all aspects of the process in-house
  

Unique Services

• Identify and confirm unique aspects of the manager's style through stock level performance attribution based on 100+ fundamental factors to most effectively package the firm
• Respond to specific, detailed data requests from clients, consultants or prospects with rapid turnaround to take advantage of last minute opportunities
• Cost effective marketing and sales solution for emerging managers
  

Network

• Established network of relationships in the plan sponsor and consulting community
• Call directly on asset pools >$200 million including pensions, profit sharing, foundations, endowments, family offices, sub-advisory and wrap programs
• Call on consultants and intermediaries of all sizes with access to at least $500 million