Investment Research

Through our affiliated investment research firm, R-Squared Investment Research, we cover markets, trends, issues and issuers as they relate to Alternative Investment strategies and asset classes.  Broker-dealers, wealth advisors, and other market participants use our research in their investment allocation decisions.

Investment Banking

Through our affiliated investment firm and other partners, we consult on the design, development and distribution of investment securities, particularly in Alternative Investment strategies and asset classes.

Asset Managment

Through our investment advisory affiliate we are able to act as advisor or subadvisor to Alternative Investment funds.  We may fully manage funds we create or we may partner with firms to manage the fund and all its requirements while our partner focuses on investment activities.

Talk to us.

We always enjoy sharing ideas and observations or identifying opportunities to work together.