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Heritage Trust Company is a Oklahoma City, OK-based company in the Financial Services sector.
The Duchossois Group, Inc. is one of the leading companies in the Financial Services sector.
Intercool Distribution Llc is a Marietta, GA-based company in the Financial Services sector.
Partners Capital Group is one of the largest privately held independent finance companies in the U.S. that specializes in equipment financing and leasing.
Since our founding in 2006, we have served as an External Investment Department for private clients, foundations, endowments, and defined benefit pension plans. In our role as Outsourced CIO, we formulate an investment policy, restructure the strategic asset allocation targets and ranges, recommend tactical asset allocation changes, and supervise specialist investment managers. We bring the structure, governance, and economies-of-scale used by the most sophisticated and successful multi-billion dollar investment offices to clients who either cannot or choose not to build, staff, and manage an internal investment department.