We strive to be the preeminent provider of full-service investment guidance to institutional investors. Our mission is to assist clients with effective asset management to meet or exceed their objectives. We serve a diverse clientele with approximately $150 billion in assets under advisement, ranging in size from $25 million to multibillion-dollar institutions. Client types include corporate retirement funds, foundations, endowments, public funds, financial service organizations, and family trusts.

Our services include investment policy development, asset allocation and asset/liability studies, investment structure, manager search, performance measurement, and much more. We set ourselves apart with specialized knowledge of socially responsible and alternative investing.

We are known for our industry-leading research, conducted by a dedicated, in-house team. This research underlies our consulting advice on asset allocation, manager searches, asset-class research, and manager due diligence. Research offerings include our proprietary database of more than 1,200 managers compiled in part from more than 800 in-person manager meetings annually.