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Governance Framework
A documented governance structure your firm can stand
Portfolio Design and Review
Strategic asset allocation and portfolio construction grounded in
Managed Account Implementation
From structure selection through to platform coordination, adviser
Manager Research and Due Diligence
Qualitative and quantitative manager assessment with documented methodology.
Monitoring, Reporting and Review
Ongoing portfolio oversight with reporting your committee and
Investment Committee Support
Structured IC participation, whether you need a chair,
Transition Planning and Change Management
When your firm changes providers, restructures its investment
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A governance dashboard is not a governance framework
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What We Do
Governance Framework
Portfolio Design and Review
Managed Account Implementation
Manager Research and Due Diligence
Monitoring, Reporting and Review
Investment Committee Support
Transition Planning and Change Management
About Us
Resources
Contact
The growth a mid market advice firm is leaving on the table
Marshall Owen
|
August 11, 2026
