Our Services
Our Services
Investment Manager Search and Evaluation
We provide expertise in assessing traditional money managers. We use our proprietary database of money management boutiques to help institutional investors fill specific mandates. Many of these managers are smaller boutiques, up and coming firms not broadly known to the consulting community.
Strategic Business Consulting to Money Managers
We help money management firms in their cross-border business development strategy, working with clients primarily in the United States, Europe, and Asia who are looking to expand their business activities to attract clients in new markets.