Archstone Portfolio Solutions is a privately held independent, SEC-registered investment consulting firm serving middle market foundations and endowments and affluent families.
The founders' assemblage of resources from large, accomplished providers of capital markets and manager research, performance analytics and peer comparisons enables delivery of large-scale investment services from an entrepreneurial setting.
A commitment to objectivity, exceptional capabilities and longstanding relationships attracted institutions and individuals to the firm with over $1 billion in assets under advisement during its first year of business.
Compelling competitive advantages include:
| OBJECTIVITY | Client priorities above all else…without the distraction of conflicting businesses |
| EXPERIENCE | Seasoned, common sense approach backed by 30+ years of average industry experience |
| RESOURCES | Exceptional combination of investment capabilities from industry-leading providers |
| RELATIONSHIPS | Passion for responsiveness and strict limits on the number of clients served |
| SOLUTIONS | Dedication to client needs rather than packaged solutions |