Our Principal, Donald Stanforth, has been in the fields of asset allocation, comparative performance analyses, transaction execution and manager screening and selection since 1979.
We understand the problems our clients face and know the details behind the analyses. We also know how to best interpret the details to form an organized and actionable means of making decisions.
Additionally, we utilize proprietary performance analysis software and independent databases to provide our clients with insights and guidance
that is focused around their unique needs.