INVESTMENT MANAGERS | CLIENT PORTAL

Business Development Team

Our business development professionals work to develop relationships across sectors and provide meaningful insight throughout the advisor-exploration process.

Ted Hermann

Managing Director

Emmanuel Canteras

Associate Director | Business Proposals

We follow the data until it leads to insight, and turn insight into ideas that benefit our clients.

Our latest whitepapers, viewpoints, and annual outlooks.

April 2024

Thought Leadership

2nd Quarter 2024 Investment Landscape

April 2024

Markets Updates, Thought Leadership

March 2024 Capital Markets Update

March 2024

Thought Leadership

Market concentration & equal weighted indexing