Broker Check

We Deliver Alpha to institutions via our customized fixed income and multi-manager platform. Our multi-manager solutions includes minority and emerging institutional portfolio managers, that have been vetted through our rigorous due diligence process. 

We seek out minority and emerging portfolio managers that have delivered a consistent risk-adjusted outperformance.

Our manager requirements include:

  • Discipline
  • Intelligent Risk Application
  • Consistency
  • Repeatable Investment Process
  • Solid Organizational Infrastructure
  • Solid Operational Infrastructure
  • Solid Compliance Infrastructure
  • Entrepreneurship
  • Talent
  • Dedication
  • Transparency


MULTI-MANAGER SERVICES YOU'LL FIND

MULTI-MANAGER SERVICES YOU'LL FIND

  • International and U.S. equity, and fixed income
  • Multinational investment program management
  • Emerging and minority manager program 
  • Family investment programs 
  • Alternative investments, including hedge fund strategies
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