For Investment Managers

Our Manager Research Group is interested in reviewing information on your firm. For those products and strategies that meet a current need, we will contact you to schedule an Investment Manager meeting with a team member.





Does your firm have at least $500 million in assets under management?
 Yes No

Does your strategy have more than $100 million in assets?
 Yes No

Does your strategy have a five-year track record?
 Yes No

What is the specific type of strategy and primary benchmark?

If you plan to be in the Seattle area with members of your investment team, please list their name and role, along with available dates and times to meet.

Please attach any relevant presentation materials (limit 7mb file size)