Research Consulting Services

Our services are available to developing and mature organizations as well as senior RIA practices focused on growing their fee-based open architecture investment business.  Service arrangements can be comprehensive and include assisting in the development of complete advisory programs (e.g. wrap, fund or UMA) or smaller, more defined business solutions like ongoing investment manager/mutual fund research, developing client proposal systems and private labeled economic and market research.

When clients engage us they can turn their focus on asset growth and relationship management.  Our service model is unique and intensely individualized.

Research Consulting Overview



Serviced may include:

• Asset allocation studies and capital market assumptions
• Risk tolerance questionnaire
• Investment Manager Roster Analysis
• Manager/Fund Selection and Due Diligence
• Portfolio Structuring/Model Portfolios
• Tactical Allocation and Sub-style Overlay
• Product and Strategy Factsheets
• Advisor Reference Materials
• Program Review and Update Presentations
• Gains and Loss Report
• Special Projects
• Economic research including private labeled monthly newsletters and chart libraries