Please click on each manager for more details:
Washington Capital Management
Populated institutional databases
$800+ million incremental assets
25+ new institutional clients
Product closed to new investors
Schneider Capital Management
Three large institutional clients
Sub-advisory mandate
$500+ million incremental assets
Products closed to new investors
Matrix Asset Advisors
First two sub-advisory accounts
$425+ million incremental assets
Windham Capital Management
Top 10 managed account platform
150+ financial planners
800+ accounts
$150+ million incremental assets