Services
Work With Us!
We are looking to work with a few great money managers
We will typically work with only one or two managers at any time. Below are the types of strategies we feel most comfortable representing.
- Active strategies in inefficient areas of the market
- Non-correlated, high return asset classes
- Separately Managed Accounts
Qualities we look for but are not required:
- 100% bottom-up, fundamental research driven
- Minimimum 2-year track record
- Concentrated/Focused strategies
- Above median performance
- Unique investment approach
- 100% owned by investment professionals
- Disciplined, repeatable process
- Competitive fees