Consulting and Advisory Services

We offer a full range of investment advisory services to help you navigate the many challenges of investing in today’s complex markets.

Featured RFP

Illinois Municipal Retirement Fund (IMRF), is launching a search for
US private equity investment managers that qualify as minority-owned,
women-owned or person with a disability-owned.
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Harnessing our sophisticated analytics, extensive access to market intelligence and innovative portfolio construction process, we work closely with you to create practical, customized solutions that deliver better outcomes.

Consulting services for institutional investors

We provide strategic advice on asset allocation, risk management, investment policy development, asset class structuring, investment manager evaluation and more.
Our approach is designed to help you achieve your desired investment outcomes.

Advisory services for financial advisors and intermediaries

We provide a broad range of advisory solutions based on market-tested investment strategies and industry best practice. We work closely with you to implement scalable, outcome-oriented solutions that meet a range of investment objectives.

Consulting services

We offer a full range of investment advisory services to help you navigate the many challenges of investing in today’s complex markets.

Featured RFP

Private Equity Investment Manager Search

Consulting services for institutional investors

Advisory services for financial advisors and intermediaries

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