We favor representing unique, even unusual investments strategies. We have previously focused on small-cap and micro-cap strategies due to the significant competitive advantages these asset classes provide. Maury McCoy has extensive knowledge of the micro-cap sector and his work in this area has been published by the Investment Management Consultants Association.
We have toiled to create strong relationships with a vast number of consultants, endowments, foundations, pensions, family offices and accredited investors. We selectively represent managers who have shown exceptional integrity, skill and hard work.
In the end, our clients are not so much the money managers we represent, but the investors whom we are all working on behalf of. In a world with fees run amuck, benchmark hugging, portfolio churning and sketchy soft-dollar arrangements - this is easy to lose sight of. We advocate a common-sense approach to investing and will only represent managers with a similar client-centered approach.For additional information or inquiries, please do not hesitate to contact us