Name | Title | Contact Details |
---|
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.
Acorn Financials is a Fairfax, VA-based company in the Financial Services sector.
Spring Point Capital is a San Francisco, CA-based company in the Financial Services sector.
Timbervest, LLC is one of the leading companies in Financial Services industry. Timbervest, LLC is based in Atlanta, GA. You can find more information on Timbervest, LLC at www.timbervest.net
JMI Equity is one of the leading providers in Financial Services. It is based in Waimanalo, HI. To find more information about JMI Equity, please visit www.jmiequity.com