We offer consulting services for Wealth Managers,  Financial Advisors and Private and Institutional Investors on CONTENT, RESEARCH and ANALYSIS in:

  • General Investing-Related topics
  • Index Investing and ETFs
  • Asset Allocation
  • Factor Investing
  • Portfolio Construction/Management and Evaluation
  • Private Equity

We specialize in providing RESEARCH support on topics related to Asset Allocation (strategic and tactical), ETF/Mutual fund selection, Factor-based strategies.

Examples of services we offer are:

  • Content, Blogs, Articles for RIAs, Financial Advisors and Asset Managers
  • Advisory to Investment Committees on Strategic Asset Allocation and Risk Profiling
  • Quantitative evaluation of investment strategies
  • Design/ model quantitative strategies (i.e factor investing)

If interested please contact us