Investment solutions backed by rigourous research, rational analysis and a deep understanding of financial advice.
Our Services
Consulting
Asset allocation, manager research & portfolio construction
Managed Accounts
Investment management and implementation
Research & Ratings
High quality insights delivered with conviction
Excellence is our constant pursuit.
As a boutique owned and led by our principals, we offer a level of service and genuine dedication to our craft and clients that sets us apart from the rest
Financial advisers trust us to deliver
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We take pride in our unwavering commitment to precision, excellence, and a relentless pursuit of high-quality insights.
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We identify investment opportunities with genuine care and offer transparent opinions to ensure quality and consistency across the research process.
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We deliver solutions designed for advisers to support effective advice delivery and create efficiency in your business.
“We have been working with Chris and the team for a number of years and have always found them to be professional in their approach and conduct during investment committee meetings. More than this, they remain available and there is an open line of communication outside of these meeting times which provides additional value. We like their flexible and tailored approach, they understand the inner workings of financial advice firms and work collaboratively to ensure a service and offering which enhances your existing business. It is a partnership which assists us to maintain a high level of client service and detailed investment management, while allowing the advisers to spend more time with clients.”
