(as of December 31, 2011)
► Founded in 1993 by Dr. Lisette Cooper
► External Chief Investment Officer and Multi-Family Office services for families and institutional investors, such as foundations and endowments
► Internal investment portfolios, including multi-asset class, hedge fund of funds and emerging managers
► Ranked #1 in average assets under management per client for 2009, 2010 and 2011 and ranked #2 in 2012 by Advisor One (formerly Wealth Manager Magazine )
► Approximately $4.1 billion assets under management
► Independent, privately owned firm with approximately 50 employees
► SEC-registered firm