About Us | Our Values

Our Values

We are a strategic advisory firm and an asset management firm:

  • As an independent strategic advisory firm, we provide our clients with clear, concise, unbiased risk assessment tailored to their specific requirements
  • As an investment advisor, we sell no investment products and we receive no commissions
  • We have screened a select group of outside managers whom we recommend to our clients on an objective, no fee basis
  • We offer several proprietary funds and trading strategies focused on specific asset classes
  • We demand accountability, both, from ourselves and the outside managers we recommend to our clients
Our culture is defined by independent thought and critical analysis.

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