Our recommendations and reports are client-specific, individually tailored, comprehensive and understandable.  We utilize the latest technologies such as machine-learning, industry networks and investment driven research to deliver our clients top-tiered answers to their issues.  We collaborate in a collegiate fashion and are constantly in search of the newest trends and future sources of alpha.

Each client relationship is forged and maintained as a long-term commitment to provide effective solutions for our clients.  Being proactive, understanding our clients’ needs and delivering superior performance is our hallmark.

We are the consulting division of the Sovereign Wealth Fund Institute Inc., a privately-held research organization. We are not a brokerage or 3rd party marketer.