Notice to investment consultants and OCIOs: If your firm is not listed below, or if there are any inaccuracies in our directory regarding your firm, please contact us. There is no charge to be included on the list or in Cortex’s database.

Investment Consultant/OCIO Directory

AGILITY(303) 813-7913
ANDCO CONSULTING(863) 293-8289
ANGELES INVESTMENT ADVISORS(310) 393-6300
AON HEWITT INVESTMENT CONSULTING, INC.(312) 381-1200
ARNERICH MASSENA, INC.(503) 239-0475
ARTEMIS WEALTH ADVISORS(212) 838-9000
ASSET CONSULTING GROUP, LLC(314) 862-4848
BALENTINE(404) 537-4800
BENEFIT FINANCIAL SERVICES GROUP(949) 955-2552
BLACKROCK FINANCIAL MANAGEMENT, INC(212) 810-5300
BOLTON PARTNERS INVESTMENT CONSULTING GROUP, INC.(410) 547-0500
BUCK(212) 330-1000
CALLAN ASSOCIATES INC.(415) 974-5060
CAMBRIDGE ASSOCIATES, LLC(617) 457-7500
CANTERBURY CONSULTING INC.(949) 721-9580
CAPITAL CITIES, L.L.C.(317) 475-4500
CAPRICORN INVESTMENT GROUP(646) 289-3030  
CAPTRUST(919) 870-6822
CHANDLER ASSET MANAGEMENT INC(858) 546-3737
CKW FINANCIAL GROUP, LLC(808) 629-7600
CLEARSTEAD ADVISORS(216) 621-1090
CLOCKTOWER GROUP(310) 458-2003
COMMONFUND(203) 563-5000
CONRAD SIEGEL INVESTMENT ADVISORS(717) 652-5633
CONSEQUENT CAPITAL MANAGEMENT, LLC(404) 883-2540
COOK STREET CONSULTING, INC.(303) 333-7770
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC(610) 694-0900
DAHAB ASSOCIATES INC(631) 665-6181
DEMARCHE ASSOCIATES INC(913) 384-4994
EDGEHILL ENDOWMENT PARTNERS(203) 654-3550
ELLWOOD(312) 782-5432
ENDOWBRIDGE CAPITAL(609) 878-8161
FIAM LLC(401) 292-3431
FIDUCIARY TRUST INTERNATIONAL, LLC(781) 274-9300
FIDUCIARYVEST, LLC(404) 446-1270
FIDUCIENT ADVISORS(312) 853-1000
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.(415) 392-1400
FORT PITT CAPITAL GROUP, LLC(412) 921-1822
FRANKLIN PARK(610) 822-0500
FUND EVALUATION GROUP, LLC(513) 977-4400
GERBER/TAYLOR ASSOCIATES, INC.(901) 526-9750
GLENMEDE INVESTMENT MANAGEMENT, LP(215) 419-6000
GLOBAL ENDOWMENT MANAGEMENT, LP(704) 333-8282
GOLDMAN SACHS & CO. LLC(212) 902-1000
GOVERNMENT PORTFOLIO ADVISORS LLC(503) 248-9973
HALL CAPITAL PARTNERS LLC(415) 288-0544
HIGHLAND ASSOCIATES INC(205) 933-8664
HIGHVISTA STRATEGIES LLC(617) 406-6500
HIRTLE, CALLAGHAN & CO., LLC(610) 828-7200
HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC.(860) 521-8400
HYAS GROUP(971) 634-1500
INNOVEST PORTFOLIO SOLUTIONS LLC(303) 694-1900
INVESTMENT PERFORMANCE SERVICES LLC(912) 352-2862
INVESTURE, LLC(434) 220-0280
J.P. MORGAN ASSET MANAGEMENT(800) 343-1113
LCG ASSOCIATES, INC.(770) 644-0100
LGT CAPITAL PARTNERS (USA) INC.(212) 336-0650
LOCKTON INVESTMENT ADVISORS, LLC(816) 960-9000
MANGHAM ASSOCIATES, INC.(434) 973-2223
MARQUETTE ASSOCIATES, INC.(312) 527-5500
MASON INVESTMENT ADVISORY SERVICES INC(703) 716-6000
MEKETA INVESTMENT GROUP INC(781) 471-3500
MERCER INVESTMENT CONSULTING LLC(312) 917-9900
MILLIMAN(206) 624-7940
MONTICELLO ASSOCIATES INC(303) 572-6300
MORGAN STANLEY(914) 225-5510
MULTNOMAH GROUP, INC.(503) 772-0159
NEPC, LLC(617) 374-1300
NORTHERN TRUST INVESTMENTS, INCORPORATED(312) 630-6000
PARTNERS CAPITAL INVESTMENT GROUP, LLP(617) 292-2570
PEAVINE CAPITAL, LLC(775) 337-3900
PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP(212) 287-3200
PINEBRIDGE INVESTMENTS LLC(646) 857-8000
PRIME BUCHHOLZ & ASSOCIATES INC(603) 433-1143
PRINCIPAL GLOBAL INVESTORS(800) 533-1390
RISKBRIDGE ADVISORS, LLC(203) 658-6055
RIVER MERCANTILE(781) 373-6900
ROCATON INVESTMENT ADVISORS(203) 621-1700
ROCKEFELLER & CO., INC.(212) 549-5100
RUSSELL INVESTMENTS(206) 505-7877
RVK, INC.(503) 221-4200
SECOR ASSET MANAGEMENT(212) 980-7350
SEGAL MARCO ADVISORS(212) 251-5900
SEI INVESTMENTS MANAGEMENT CORP(610) 676-1000
SELLWOOD CONSULTING LLC(503) 596-2880
SPRUCEVIEW CAPITAL PARTNERS LLC(617) 830-7502
STATE STREET GLOBAL ADVISORS(203) 326-4054
STRATEGIC CAPITAL INVESTMENT ADVISORS INC(630) 620-6500
STRATEGIC INVESTMENT MANAGEMENT, LLC(703) 243-4433
THE COLONY GROUP(646) 292-1200
THE JK MEEK GROUP WITH GRAYSTONE CONSULTING(410) 736-5367
TOWERS WATSON INVESTMENT SERVICES, INC.(703) 258-8000
VALLEY VIEW CONSULTING LLC(888) 853-3778
VANGUARD INVESTMENTS CANADA, INC.(877) 662-7447
VERGER CAPITAL MANAGEMENT(336) 758-4240
VERUS ADVISORY, INC.(206) 622-3700
WILSHIRE ASSOCIATES INCORPORATED(310) 451-3051