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/ PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP(212) 287-3200
ANDCO CONSULTING(863) 293-8289
ANGELES INVESTMENT ADVISORS(310) 393-6300
AON HEWITT INVESTMENT CONSULTING, INC.(312) 381-1200
APTITUDE INVESTMENT MANAGEMENT LP(206) 788-8800
ARNERICH MASSENA, INC.(503) 239-0475
ASSET CONSULTING GROUP, LLC(314) 862-4848
ATHENA CAPITAL ADVISORS LLC(781) 274-9300
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
CALLAN ASSOCIATES INC.(415) 974-5060
CAMBRIDGE ASSOCIATES, LLC(617) 457-7500
CAPITAL CITIES, L.L.C.(317) 475-4500
CAPTRUST(919) 870-6822
CAPTRUST ADVISORS, LLC(813) 218-5000
CHANDLER ASSET MANAGEMENT INC(858) 546-3737
CKW FINANCIAL GROUP, LLC(808) 629-7600
COMMONFUND ASSET MANAGEMENT COMPANY, INC.(203) 563-5000
CONDUENT HUMAN RESOURCE SERVICES(212) 330-1000
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
COVARIANCE CAPITAL MANAGEMENT, INC.(713) 770-2000
DAHAB ASSOCIATES INC(631) 665-6181
DEMARCHE ASSOCIATES INC(913) 384-4994
DIMEO SCHNEIDER & ASSOCIATES LLC(312) 853-1000
DROBNY CAPITAL, L.P.(310) 458-2003
EDGEHILL ENDOWMENT PARTNERS(203) 654-3550
ELLWOOD(312) 782-5432
FIAM LLC(401) 292-3431
FIDUCIARY INVESTMENT ADVISORS, LLC(866) 466-9412
FIDUCIARYVEST, LLC(404) 446-1270
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.(415) 392-1400
FRANKLIN PARK(610) 822-0500
FUND EVALUATION GROUP, LLC(513) 977-4400
GERBER/TAYLOR ASSOCIATES, INC.(901) 526-9750
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
HARTLAND & CO(216) 621-1090
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
NEW PROVIDENCE ASSET MANAGEMENT L.P.(646) 292-1200
NORTHERN TRUST INVESTMENTS, INCORPORATED(312) 630-6000
PARTNERS CAPITAL INVESTMENT GROUP, LLP(617) 292-2570
PAVILION ADVISORY GROUP INC.(312) 798-3200
PEAVINE CAPITAL, LLC(775) 337-3900
PENSION CONSULTING ALLIANCE, LLC(503) 226-1050
PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP(212) 287-3200
PFM ASSET MANAGEMENT LLC(717) 231-6200
PINEBRIDGE INVESTMENTS LLC(646) 857-8000
PRIME BUCHHOLZ & ASSOCIATES INC(603) 433-1143
P-SOLVE(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 INVESTMENT MANAGEMENT, LP(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
STRATEGIC CAPITAL INVESTMENT ADVISORS INC(630) 620-6500
STRATEGIC INVESTMENT MANAGEMENT, LLC(703) 243-4433
SUMMIT STRATEGIES GROUP(314) 727-7211
TOWERS WATSON INVESTMENT SERVICES, INC.(703) 258-8000
VALLEY VIEW CONSULTING LLC(540) 297-3419
VERGER CAPITAL MANAGEMENT(336) 758-4240
VERUS ADVISORY, INC.(206) 622-3700
WILSHIRE ASSOCIATES INCORPORATED(310) 451-3051