Overview

We are a 100% fee-based RIA managing direct client relationships and sub-advisory arrangements via our custom portfolio management platform. We specialize in constructing separately managed accounts tailored to client specific requirements. We have over 30 years of quantitative portfolio management experience and build portfolios using our Personalized Index platform. We uniquely integrate client values, sustainability/ESG choices, smart-beta/factors, and tax optimization into rigorously risk managed portfolios.

We would welcome the opportunity to speak with you about how our practices may mutually benefit from a sale, merger, or acquisition.

Last Activity
6 months or more

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