Providing your clients with complete investment accessibility

Investment Talent without Boundaries
Our industry has evolved over the last few years with new investment solutions being introduced with less exclusivity. Investment capability once reserved only for institutions and high-net-worth investors are accessible now to more investors in many different forms and products.

Expanding our scope to include this broader universe of investment talent, we identify the investment teams and solutions that have the capabilities to consistently add value.

Complete Investment Flexibility and Accessibility

Traditional third-party platforms tend to draw their investment talent solely from institutional and boutique strategists, many of whom historically have had high minimums. Many of these firms have developed mutual fund versions of their strategies which makes the same high quality team and investment process more broadly available, often at lower minimums and pricing. There is also a small group of elite, tactical asset allocation mutual funds that have never been available in any other form, and thus have fallen outside the scope of traditional third party providers. We have broadened our scope to include this entire investment universe while finding the best investment talent at the best pricing.