We offer one of the brightest and most experienced teams to set and monitor the direction of investment programs for public plans and endowments.

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Contact Now

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(+1) 404-883-2500

Our Business Strategy

Diversify business model by forming three well defined lines of business (3 legs to Stool):

Investment Consulting: focus on smaller foundations and endowments (below $100MM) market by utilizing our current team and capabilities and OCIO.

Asset Management: Capitalize on Private Equity capabilities by forming a Direct Lending Fund and other funds such as Minority Manager specialization MoM.

Wealth Management: Create a Wealth Management division that can synergize with our investment consulting and asset management platforms.

Our Desired Services

Investment Consulting

Asset Management

Wealth Management

You have questions? Write to us and we will help with the choice.

Please fill out the form beside and our research team will get back to you. All meetings will be held in our Atlanta office.

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