Asset allocation, sleeve structure, risk management
Helping advisors operate more efficiently
Complexity is on the rise for advisors, and our expert portfolio consultants can help them navigate it while freeing up time so they can focus on serving clients and growing business.
Portfolio Consultants can help transform investment expectations into a structured framework around asset allocation, investment selection, and risk management. Behind the scenes, consultants run every portfolio through our 10-point analytic checklist for a comprehensive understanding of your portfolio as it exists today and to determine if it aligns with expectations for the next 6 to 18 months.
Build better portfolios with support from experts
Live, one-on-one consultants provide expertise across all investment styles, sectors, and vehicles in traditional and alternative asset classes.
Navigate Complexity
Discover Insights
Views on asset classes, styles, sectors, vehicles
Gain Perspective
Objective portfolio evaluations
Access Expertise
CFA, CAIA, FRM designated experts