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 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 HARTLAND & CO(216) 621-1090 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 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 STATE STREET GLOBAL ADVISORS(203) 326-4054 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