We strive to build portfolios of best-in-class investment managers across all asset classes. We seek to know managers thoroughly. We start by reviewing your data and other presentation information, and then, if appropriate, we will request a meeting in-person for a deeper understanding of your process and approach. If you would like to be considered for our portfolios, please contact us below.

Manager Inquiries

  • Select Manager Type

  •  
  • First Name

  • Last Name

  • Email

  • Phone

  • Comments / Questions

  • Firm Name

  • Investment Products to Discuss

  • Attendees / Roles with Portfolio

  • Request Meeting Date

  • Request Meeting Time

  • Attach .pdf, .ppt(x), or .doc(x) files. 5MB max upload size per file