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Experience

  • 20 year history as a team
  • 27+ years experience in investments and sales
  • 400+ accounts closed either directly or through 43 consulting relationships

Focus

  • Work with a limited number of non-competing managers
  • Full service sales and marketing department handling all aspects of the process in-house

Unique Services

  • Identify and confirm unique aspects of the manager's style through stock level performance attribution based on 100+ fundamental factors to most effectively package the firm
  • Respond to specific, detailed data requests from clients, consultants or prospects with rapid turnaround to take advantage of last minute opportunities
  • Cost effective marketing and sales solution for emerging managers

Network

  • Established network of relationships in the plan sponsor and consulting community
  • Call directly on asset pools >$500 million including pensions, profit sharing, foundations, endowments, family offices, sub-advisory, wealth managers and platforms
  • Call on consultants and intermediaries of all sizes with access to at least $500 million
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266 Main Street, Building 3, Suite 25, Medfield, MA 02052
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