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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.
Phoenix Partners Group is a leading interdealer credit and equity derivatives broker with offices in New York, London and Paris.
Boeing Helicopters Credit Union is a Ridley Park, PA-based company in the Financial Services sector.
total finance llc is a Chicago, IL-based company in the Financial Services sector.
Lendified is Canada`s fastest growing online lender for small businesses and provides cutting-edge lending technology to financial institutions across North America