Client Segments Target high net worth individuals, foundations, endowments and retirement plans with disciplined, innovative investment management and unbiased, transparently priced advisory services.

AUM Growth Revenue range indicates a growing advisory firm with potential for scalable solutions, cross-sell of investment strategies, and expanded asset management services.

Portfolio Diversification Emphasize their focus on diversified portfolios designed to withstand market shocks, presenting opportunities to offer risk management tools, ERISA-compliant solutions, and strategic overlays.

Recent Activity Frequent 13F disclosure and quarterly stake investments in diverse assets (health care, technology, financials) suggest openness to new managers and reporting services, ideal for onboarding enhanced analytics or custodial integrations.

Tech Stack Currently leveraging standard platforms (iCIMS, WordPress, Microsoft 365, WP Engine) presenting an opportunity to propose modern marketing ops, data analytics, CRM, and compliance tooling that integrates with their stack.