Money Managers

There are over 30,000 money managers, mutual funds, and hedge funds willing to manage our clients’ money. The key is determining which is appropriate for each unique situation. We conduct a thorough due diligence process that not only helps our clients hire successful money managers with proven track records, but also helps them determine the optimal blend of managers.
We blend money managers from all asset classes such as:

Large Cap Growth • Small/Mid Cap • International
• Large Cap Value • All Cap/Specialty • Fixed Income
• Large Cap Core • Alternative