OUR CLIENTS

A Trusted Advisor

We have built strong relationships with international partners and continue to uphold excellence in service to all of our clients no matter where they may be based. Our philosophy is rooted in client servicing, excellence in execution and continuing to be a trusted advisor to each and every client we serve. We work around the clock to ensure our clients the greatest success by employing strategies around a framework of analytics and data-based decision making. We work with firms of all sizes and are proud of our growing position as a firm that works alongside cutting-edge and niche strategies.

Excellence in Client Servicing Is A Part of Our DNA

Since the genesis of our firm, our clients have included asset managers from around the world and select family offices. Our client list includes, but is not limited to: hedge funds, special-interest investment funds, private equity firms, venture capitalists, real estate investment companies, financial advisors, wealth managers and mutual funds. We have worked with and advised countless funds who are on the cutting edge of their respective industries.

We respect that many of our clients are creating some of the most innovative products by their respective sectors and as such provide the utmost discretion. Our promise to our clients is based upon five key characteristics that donate to our excellence in client servicing:

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A Commitment to 100% Client Satisfaction

Our clients are our biggest asset and as such their satisfaction is paramount and the highest priority in undertaking any engagement.

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High Level of Response

We understand that building a business is a stressful process and many elements material to the success of a business can change at a moment’s notice. Therefore, we believe level of response to be a requirement to be the best advisors to our clients.

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A True Business Partner Integrated Into Your Business

We integrate ourselves completely into our clients’ businesses because when our clients are successful so are we. We do this by aligning our interests around our clients success in order to ensure the best result.

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24-7 Availability

We offer complete availability to our clients. We respond to any requests day or night and weekday or weekend. This level of availability helps our clients to be the most successful.

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The Utmost Discretion

Given the sensitive nature and privacy concerns within the industry and to many of our clients, we maintain a strict focus on discretion to ensure complete confidentiality in working with our team.