Who we are.

• An independent, investment consulting firm
• A SEC registered investment advisor
• Established in 1992

What we do.

Our consultants provide strategic investment advice and fiduciary oversight for institutional investors, including plan sponsors, fund administrators and trustees.

Why choose us?

• Extensive experience in up and down markets
• Knowledge of theory and translation into practical applications
• State of the art investment models and established industry resources
• Unbiased and timely advice