Consulting Services Offered

Full, outsourced CIO capability across discretionary and advisory investments in traditional and alternative asset classes.

Investment Policy Statement development and evolution.

Design, development, and documentation of a formal research and investment policies and procedures.

Implementation of portfolio or platform-level top-down asset allocation strategy.

Onboarding, re-underwriting, and ongoing coverage of legacy and future holdings.

Investment manager sourcing and front-office due diligence.

Initial and ongoing operational due diligence.

Investment committee participation.

Manager and portfolio level quantitative analysis, portfolio optimization, sizing discipline, and reporting.

Liquidity/cash management.

Concentrated stock management and diversification services.