Work With Us

We are looking to work with a few great money managers. We will typically work with only one or two managers at any time. Below are the types of strategies we feel most comfortable representing.

Separately Managed Accounts
Actively managed strategies in inefficient areas of the market
Enhanced index products in effecient areas of the market
Emerging and Minority Managers

Qualities we look for but are not required:

100% bottom-up research driven (No Quant Strategies)
Minimimum 2 yr track record
100% owned by investment professionals
Above median performance
Little to no soft dollar support
Concentrated/Focused strategies
Unique investment approach
Disciplined process
Competitive fees
Client-Centered Approach

For additional information or references from current clients please contact Maury McCoy.