A boutique advisory firm working with select clients across the investment management industry. Our clients vary from start up hedge funds through to institutional asset managers, across quantitative and fundamental strategies, as well as broad asset classes and geographies.
We establish an effective sales strategy, develop compelling marketing materials, and identify client universes to precisely target potential investors.
Our key insight is simple: establish for whom the strategy is a good fit, use our experience to understand the allocator's perspective, and form a true partnership between manager and allocator.