Long-term Successful Track Record

Over the last 15 years we have we have represented various investment management firms for whom we have placed in excess of $8 billion.

Our proven record of success is a function of our long-standing relationships with key decision-makers across all the major institutional investor market segments. These relationships include many of the largest and best-known corporate and public pension plans, foundations, endowments, Taft Hartley plans as well as the major consulting firms. The depth and breadth of our network is demonstrated by our success at attracted assets from over ____ endowments, foundations, Taft Hartley plans, public and corporate pension funds and other institutional investors.

We have successfully raised assets for traditional as well as alternative investment strategies including domestic and international equity, long/short equity, stable value fixed income, real estate, mezzanine/subordinate debt, venture cap. and buyout funds. Thus, we have substantial experience and knowledge across a broad range of asset classes as well expertise in investment research and performance analytics.

Our extensive network of meaningful contacts enables us to serve as either our clients' marketing department or as a supplement to their internal capabilities via a compensation model that is "cost free" to our clients. Our compensation structure ensures that our interests and our clients' interests are purely aligned because our compensation is entirely based on the assets we attract to your firm. We do not charge any sort of retainer fee to offset our costs. Simply put, if you don't succeed we don't succeed.