Relationships

We maintain the following relationships to serve our clients, execute our investment strategy & manage our business:

Advent - Data management & portfolio reporting.

Bloomberg - Research & portfolio analytics.

Thomson One Analytics - Trading data & technical analysis.

eVestment Analytics - Performance metrics & peer group comparisons.

ACA Performance Services - Firm-wide GIPS verification.

Advanced Regulatory Compliance - Compliance services & consulting.

Schwab Institutional - Custody & banking services.

Jefferies LLC - Institutional Trading.

In addition, we maintain relationships with estate planning attorneys & tax advisors based on client preferences & needs. Let us know if you require assistance with either of these areas & we can provide referrals. We also assist clients with charitable giving.

 

(Organizations mentioned above are not affiliated with Lava Creek Capital Management, LLC)