Institutions, Corporations & Retirement Plans

We provide:

  • Professional investment management support and guidance
  • Objective performance assessment
  • Education on the emerging manager segment and benefits thereof
  • Asset allocation perspective and development if required; how to use Emerging Manager strategies to compliment your asset allocation.
  • Guidance on using a “Manager of Managers approach”
  • Competitive information on manager performance and the Emerging Manager market place
  • A perspective on how separately managed accounts can complement your existing 401k plan structure and give your employees an option for a more tailored approach with accumulated assets.
  • Full client relationship management support and performance reporting and online view

We can provide an unbiased performance assessment and help you determine if Emerging Manager mandates would complement your investment objectives.