Name | Title | Contact Details |
---|---|---|
Owen Hayes |
VP of Sales | Profile |
Keith Hilton |
Director, Sales | Profile |
Amy Dermody |
Director of Product Marketing | Profile |
Kate Hewitt |
Vice President Of Product Management | Profile |
Joshua Peterson |
Vice President of Analytics & Data Science Products | Profile |
Since our founding in 2006, we have served as an External Investment Department for private clients, foundations, endowments, and defined benefit pension plans. In our role as Outsourced CIO, we formulate an investment policy, restructure the strategic asset allocation targets and ranges, recommend tactical asset allocation changes, and supervise specialist investment managers. We bring the structure, governance, and economies-of-scale used by the most sophisticated and successful multi-billion dollar investment offices to clients who either cannot or choose not to build, staff, and manage an internal investment department.
The Arboretum Group, LLC family of companies is a group of related, independently operated businesses sharing a strong commitment to service, quality and excellence.
Research Affiliates is committed to be the preeminent source of insights and products that transform the global investment community for the benefit of investors. Research Affiliates, LLC is a global leader in smart beta and asset allocation strategies. Dedicated to creating value for investors, we seek to have a profound impact on the global investment community through our insights and products. The firm is built on a strong research base, led by Rob Arnott and Jason Hsu. We deliver solutions in partnership with some of the world`s leading financial institutions, who offer mutual funds, ETFs, separately managed accounts, and/or commingled accounts. We also work directly with institutional clients. Research Affiliates was founded in 2002 and is based in Newport Beach, California.
The Burgiss Group is one of the leading providers in Financial Services. It is based in Gilbert, AZ.
Total Wealth Care is a Cannon Falls, MN-based company in the Financial Services sector.