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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.
ATM Net Systems and Solutions is a Atlanta, GA-based company in the Financial Services sector.
Forward Management, LLC is one of the leading providers in Financial Services. It is based in Essex, CT. To find more information about Forward Management, LLC, please visit www.forwardmgmt.com
Schwab SoundView Capital Markets is a Old Greenwich, CT-based company in the Financial Services sector.
Motor City Community Credit Union Limited is a Windsor, ON-based company in the Financial Services sector.