We are investment committee specialists advising on funds in excess of $1 billion. Our 25 + years of experience gained in all facets of financial markets including advice, funds management research, portfolio management, and ratings agency research helps us establish and review investment policies.
We understand investing. We help our clients to develop investment policies to match their return and ethical objectives, while minimising unnecessary risks.
Our clients include charities, family offices, religious organisations, family offices, dealer groups, and superannuation funds.