Research & Consulting Services

Our Research & Consulting Services are based on two core concepts – LEVERAGE and TIME.


The foundation for the investment strategies we develop for our clients is our methodical in-house research and our combined decades of experience in the investment industry.

We believe that we can naturally leverage the work we do to support the business efforts of other investment advisors and the institutional mission of other fiduciaries.


We know the value of time. We believe our work can be utilized to create more time for investment advisors to spend on client relationships and fiduciaries to spend on advancing the mission of their institution.

Our list of research consulting services includes:

  • Recommended Lists
  • Investment Manager Analysis
  • Investment Lineup Audit
  • Portfolio Construction
  • Asset Allocation
  • Investment Policy Statements
  • Asset / Liability Modeling

If you have any questions about whether we would be a good partner for you, please contact us. We will be happy to review our capabilities and would be interested to learn more about your business.