Contact Us
We want to partner with you as an independent investment research and portfolio management firm
Interested in working together?
We offer an opportunity for you to scale your practice by utilizing our comprehensive services. We will act as your Chief Investment Officer, taking on a variety of tasks so you can grow your firm and nurture existing clients.
Full portfolio management
Outsourced investment research
Access to the benefits of working with a CIO and CFA® Charterholder