Creating Intelligent Investment Programs For All Our Clients
We’re investment professionals working toward the same goal: to bring in-depth original research and cutting-edge technology to meet your investment needs, with the insight, analysis, and opinions to create sustainable investment programs.
Expertise & Strategies for Institutional Clients
We deliver exceptional investment programs and adhere to industry best practices for non‐profit organizations and retirement plan sponsors.
Real Experts Giving Real Advice for Wealth Advisors
We do the heavy lifting of market analysis and manager due diligence to provide customized investment strategies to grow your business.
Your Partner in Providing Sound Strategies for Family Offices
We partner with family stewards to build intergenerational wealth for unique families through unique investment strategies.
The Weekly Set
Market Observations and Insights in Fifteen Minutes
Born out of the desire to provide a convenient fifteen-minute session at the beginning of each week, The Weekly Set offers real-time observations and insights of the prior week’s financial markets, key economic releases, and policy developments from the firm’s senior professionals. Clients can tune in every Monday at 9AM on the BrightTALK network to know what we are thinking in real-time.
Learn about the future by understanding the past. Check out The Weekly Set Backfiles, an archive of data, insight, and policy analysis that highlights our read on the market.
Experienced. Humble. Skeptical.
We believe diverse backgrounds and independent thinking lead to the best solutions.
We’re made of money managers, regulators, researchers, advisors, brokers, engineers, quants, and bartenders. We’ve weathered multiple bear and bull markets. We can flag a gimmick and focus on what works for you.