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Adviser Profile

As of Date 05/10/2024
Adviser Type - Pension consultant
Number of Employees 48 2.13%
of those in investment advisory functions 32 6.67%
Registration SEC, Approved, 10/26/2009

Client Types

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
1 1 1 1
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds

No private funds

Employees

Brochure Summary