Institutional Solutions

Custom Solutions for Institutional Investors

We believe that each institutional client challenge is different and that there are no shortcuts to elevating the certainty of the outcome you seek. That’s why we take a consultative approach to determine your outcome and deploy a robust set of models and tools in the design of your customized solution, including:

  • A proprietary forecasting module that integrates market equilibrium, economic outlooks and tactical signals to derive return forecasts across equities, fixed income and alternative investments
  •  Our independent portfolio construction tool that addresses the limitations of traditional mean-variance techniques. A portfolio is created according to how well we believe it meets the investor’s objective, rather than simply its volatility and return characteristics

For Institutional Solutions: Minimum account size: $1 million