Institutions-

Trustee Education, Strategic Planning for Government, Profit and Non-Profit Entities, Investment Policy Design/Review

MBE/WBE Manager Search, Alternative Investment Search, Private Equity Search

Investment Due Diligence, Asset Allocation Construction/Modification, Benchmark Assessments for public and private entities

Defined Contribution/Benefit Plan Consultation

 

Individuals-

Client-focused advice and asset management to individuals and small business owners