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Investments, Markets & Wealth Management - Services

What

Drives Us

Finding solutions to underserved needs in investments, markets and wealth management

Business Model

Identify solutions that are designed to deliver strong value for fees paid in strategies and asset classes that matter to private advisors and investors

What We

Look 

For In

  • Those that offer an attractive value/cost proposition in investment strategies and asset classes that matter

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Solutions

Experienced

Wealth Advisors

& Investors

  • At least $50MM in assets

​

  • Demonstrate reliable, independent decision-making and conduct

​​

Providers

  • A select group of asset managers and investment provider​​s whom we believe have reliable, distinctive, highly aligned value to bring to wealth advisors and investors

How We Are 

Compensated

Client chooses either: 
(a) Client-paid advisory fee
(b) Fully disclosed referral fees/compensation paid by providers

Problems Worth Tackling in Investments, Markets & Wealth Management  

Many Wealth Advisors

Many Experienced

Investors

Many Asset Managers & Investment Providers

want better, more reliable use of their

products by wealth firms, advisors and

investors

want asset managers, providers &

solutions that are better contributors to

their practices and to the portfolios and

outcomes their clients need

want more transparent, reasonably-priced, better-serviced investments & solutions across asset classes & their balance sheets

"Is there a way to improve and differentiate my index/ETF investment strategy?"

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“There are not many clients who are as excited now about private equity investing as they were ten years ago when they started.”

“Tax-loss harvesting strategies are not as satisfying a proposition as they once were.”

“Is there a way to make structured index investments more transparent and fiduciary-friendly?”

“Is there a way besides hedge funds to seek risk-mitigated investment returns?”

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