Our Philosophy

We believe that creating value in a risk-controlled portfolio requires a close working relationship between the consultant and the client. A common understanding must be developed. Superior results cannot be achieved at arms length or mass produced. As a consequence, we seek to establish a limited number of long-term relationships.

We work together as a team, with the average professional having been with the firm for 7 years. Our professionals offer the unique perspective of varied backgrounds, most notably being their significant experience sitting in shoes similar to our clients as fund sponsor, dealing with fiduciary issues.

We provide each client with the same level of attention and service. We build strong working relationships with our clients to ensure that the right advice is delivered in a timely manner and within budget. Our record of client retention is one of the best in the industry. The main business activities of our Firm are providing asset consulting services to corporations and government bodies. We are committed to providing the highest quality advice and value added solutions for our clients' invested assets.