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