Manager Selection

We identify and hire high-caliber institutional money managers for each market segment of our client’s portfolio.

Using our open architecture platform and PSN global data-base, we access more than 2,500 institutional money managers and 12,000 investment strategies--the same universe available to the large institutional investors.

We evaluate managers through a disciplined, proprietary process using a progression of quantitative and qualitative indicators. We identify top-quality managers with disciplined investment approaches and proven track records of superior performance. These managers are pooled together to implement our clients’ investment portfolios. We monitor on-going performance, using benchmark and peer group comparisons.

We believe that our disciplined investment strategy provides a superior experience for our clients and is preferable to the traditional approach of mutual funds, hot-deal-of-the-day, and per-trade fees.