Highly Experienced and Innovative Market Partners

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Employee-owned private equity specialist focused on North American small- and middle-market buyouts.

Primary fund commitments and co-investments supported by disciplined manager selection, pacing, and diversification.

Helps insurers access long-term equity return potential with institutional governance, reporting, and portfolio construction.

Independent, employee-owned institutional investment manager with a long-standing history serving sophisticated allocators.

Actively manages global growth equity and fixed income strategies underpinned by fundamental research and risk oversight.

Supports ALM-aware exposure, liquidity discipline, and board-ready transparency for investment committees and stakeholders.

Executive benefits consulting firm specializing in deferred compensation and retirement solutions.

Program design and implementation support, including asset strategy alignment, vendor coordination, and ongoing oversight.

Reduces operational lift while strengthening benefit-financing governance and investment decision support.

SEC-registered investment adviser with an impact-oriented platform and institutional fixed income expertise.

Strategies integrate measurable impact objectives with rigorous credit research, risk management, and transparent reporting.

Enables values-aligned capital deployment while maintaining governance discipline, liquidity considerations, and portfolio oversight.

ETF sponsor and RIA partnering with nonprofits to translate mission priorities into exchange-traded investment products.

Liquid, transparent ETFs that embed defined impact criteria while targeting market-based returns.

Provides a scalable, operationally simple vehicle for implementing impact allocations with daily liquidity and clear disclosure.

Advisory partner helping financial institutions optimize performance across strategy, payments, technology, and operations.

Data-driven diagnostics and execution support across core processing, digital transformation, vendor negotiations, and AI-enabled efficiency.

For businesses with bank/credit-union ecosystems or distribution partners, SRM can accelerate modernization and improve operating leverage.

Retirement and executive benefits services provider with corporate insurance program capabilities.

Plan administration and support for corporate-owned life insurance programs, including BOLI/ICOLI-related services and governance support.

Streamlines implementation and ongoing administration so investment and finance teams can stay focused on strategy and oversight.