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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.
Rutland Dickson Asset Mgmt is a Dallas, TX-based company in the Financial Services sector.
McQueen Financial Advisors provides Asset Liability Management, Mortgage Servicing Rights Valuation, Merger Valuation & Strategic Consulting services.
Blum Capital Partners, L.P. is one of the leading providers in Financial Services. It is based in Oklahoma City, OK. To find more information about Blum Capital Partners, L.P., please visit www.blumcapital.com
Appel Asset Management Corp is a Great Neck, NY-based company in the Financial Services sector.