We specialize in providing separate account sub-advisory solutions to other investment advisory firms and family offices.

Through our sub-advisory platform, we create a partnership with your firm whereby we provide your clients with access to our quantitative investment strategies while leaving the client experience and relationship management squarely with you.

Our sub-advisory platform provides a unique offering to financial advisors and family offices who want to incorporate the benefits of risk-managed, factor-based stock investment strategies within their client portfolios.