Identification, screening, due diligence, and ongoing monitoring of all emerging investment management firms. Close collaboration with Portfolio Construction to identify new product ideas and to select managers from the Buy List for client portfolios which best meet individual client risk and return objectives.

Larry Bernstein	Brad Hess	Yasin Bentiss	Omaar Poitevien
James Hargadon	Dana Conlen

Photos of professional resources groups are updated on a quarterly basis