Broker Check

We value our relationships with investment managers. We rely on our partnerships with you to do the best we can to serve our mutual clients. The better we understand your investment philosophy, process, and performance, the better we can work together to deliver results.

What We Look For in a Manager:

We seek out minority and emerging portfolio managers that have delivered a consistent risk-adjusted out performance. Our approach to investment manager due diligence is multifaceted; we collect your data and materials, meet with you, perform business risk reviews, and analyze your data to better understand you. 

Private managers include all private alternative assets: venture capital, buyouts, subordinated debt, private funds of funds, secondaries, distressed securities, special equity, real assets, private equity.

Private Managers

Public managers include hedge funds and hedge fund of funds, as well as long-only managers: public equity, fixed income, municipal bonds, convertibles, balanced, real estate investment trusts (REITs), cash management.

Public Managers