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 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.