About Us
Investment management and operations, provided to advisory firms.
We operate behind the advisory firm. The advisor keeps the client relationship and the discretion that goes with it. We provide the investment and operational work that supports it, scaled to the size of the firm. The work falls into three areas.
Investment Management
We build and maintain model portfolios and the research behind them, so a firm does not have to staff that work internally. Strategies are reviewed and updated on an ongoing basis, and we coordinate the manager research that goes into them.
Portfolio Operations
Trading support, reporting, and performance review. The day to day work of keeping portfolios current and accounts in order, which would otherwise require additional operations staff inside the firm.
Advisor Support
Materials, portfolio explanations, and help preparing for client meetings, so the advisor has a team behind them when clients ask questions.
Our Partners
- Solo advisors
- Growing multi-advisor firms
- Established multi-office practices
- Teams launching a new advisory firm
Firm Size
Independent advisors from a few hundred million dollars in assets up to multi-office firms serving clients nationally.
Engagement
Some firms use a single strategy. Others rely on us across most of their investment operation. We work to the scope a firm needs, and the advisor remains the adviser of record throughout.