Distinguishing Characteristics of our Firm

>   Our philosophy is to focus on the highest valued-added areas of investment consulting — strategic problem-solving and capital markets/manager research.

 

>   All of our advice and research is developed and delivered by experienced consulting professionals.

 

>   We only receive hard-dollar fees from our clients.  We do not accept revenue from other sources that would impede the independence of the advice that we provide to our clients.

 

>   We use a fact-based analytical consulting approach based on empirical evidence and proven investment practices.

 

>   We provide a high level of client service and customization of work product.

 

>   We use technology and outsourcing of commodity inputs to leverage our senior-level expertise.

 

>   Our manager research work is focused – the objective is to have an intimate understanding of a select number of managers, rather than knowing only a little about many firms.

 

>   We will provide services on a retainer and individual project basis.