Manager of managers

We conduct unbiased and independent evaluations of both mutual fund and ETF investment managers. In doing so, we bring forth a superior collection of investment managers to construct risk-based asset allocation models.

Diversification potential

Our investing goes beyond traditional asset classes and investment styles, including exposure to nontraditional and alternative strategies to focus on improving long-term risk-adjusted returns.

Actively managed

Employing a dynamic process that focuses on risk/reward profiles amongst all global investment asset classes offers the potential to enhance long-term performance as opportunities arise.