Real-World Experience

We bring real-world entrepreneurial experience to our client relationships and provide guidance from initial setup to ongoing strategic, operational and regulatory support.  Our appreciation for the “business of our business” comes from our years of experience in establishing and running investment advisory businesses. Our Principals have held leadership positions on the front lines of every functional area of the investment firm.

  • Our Leadership Experience

    • Chief Compliance Officer
    • Chief Operating Officer
    • Director of Marketing & Client Services
    • Hedge Fund Co-Founder
    • Chief Technology Officer
    • Chief Financial Officer

Breadth of Expertise

We bring a deep understanding of the intricacies among numerous distribution channels and technical expertise within all asset classes and investment strategies. While we are proud of the breadth of our expertise, we believe that the most valuable asset we offer is an understanding of the interconnectedness across the functional areas within the advisory firm.  This key point serves as the foundation for our integrated approach.

  • Project/Channel Expertise

    • Mutual Funds
    • Managed Accounts
    • Institutional/Plan Sponsor
    • Hedge Funds/Alternatives

  • Industry Expertise

    • Independent RIA’s
    • Asset Managers
    • Hedge Fund Advisors
    • Independent Broker/Dealers