Overview

Quantitative research boutique. Founded in 1990 with 8 partners/employees having combined 160 years experience. All research and quantitative models done in-house. 70% of funds managed are from institutional clients, 25% high-net worth individuals. We invest in individual securities with an asset allocation that matches the client's risk-profile.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...