Experience
Expertise
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Experience
Our History

For over 20 years, we have invested specifically in developing a dedicated team of expert advisors to the senior leaders of investment management organizations. Our understanding of the key challenges facing the asset management industry uniquely qualifies us to provide unparalleled analysis, strategic consultation, and tactical solutions.



Timeline
Leading pension consultant whose
clients included:
  • Allied Signal (Honeywell)
  • Champion (International Paper)
  • Federated Department Stores
  • Gannett
  • General Telephone
  • Kimberly Clark
  • Kodak
  • New York City Teachers
  • Virginia Retirement System
Business founded to focus on advising investment managers.

Early clients included:

  • GE Investment Management
  • Putnam Investments
  • Montgomery Asset Management
  • Brinson Partners
Management team forms new
firm with prior professionals
and clients.