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We take the big picture perspective in selecting experienced investment managers with unique investment strategies. Offering these experienced managers in various product structures, we seek to provide investors with the opportunity for less risk and greater returns over time.
Arrowpoint is a fundamental research-based investment manager focused on matching client needs and world-class human capital. They are the Adviser to the Meridian Funds.
Keeley Funds was founded on a commitment to uncovering value by focusing on companies that are misunderstood or ignored by the market. As active investors, Keeley thinks independently and focuses on identifying short-term market inefficiencies to generate long-term alpha.
Ares is a publicly traded, leading global alternative asset manager (NYSE: ARES) that operates four distinct but complementary investment groups which invest in the tradable credit, direct lending, private equity and real estate markets and have the ability to invest in all levels of a company’s capital structure.
Miller/Howard expertise is to offer investment strategies that seek to provide high levels of income from high dividend paying stocks from high quality companies.
RMR Advisors LLC (formerly known as RMR Advisors, Inc.), the advisor to RMR Real Estate Income Fund (RIF), was founded in 2003 and is focused on investing in real estate securities, including real estate investment trusts (REITs) and other dividend paying securities.
RMR Advisors LLC is an affiliate of The RMR Group
Wolverine Asset Management is an alternative asset management firm established in 2001 with more than one billion in assets in its strategies. WAM’s core strengths are built upon a research driven business, acumen from Wolverine’s trading roots, and robust risk-management.