Understanding Your Team’s Growth Needs: We listen attentively and ask the right questions, so we can gain a deep understanding of your business and your aspirations. We make the effort and do the work to become a trusted long-term partner, invested in your firm’s growth and success. 

Providing Extensive Market Research: As part of our collaborative partnership, we share hiring insights relevant in the current market and map out the competitive landscape of qualified and talented professionals.

Leveraging Our Network: We combine technology with hard work and interpersonal skills to maintain a large, diverse network of highly-skilled candidates across the country. While our network of candidates is expansive, it is also very deliberately constructed—we focus on maintaining relationships with experienced, highly sought-after investment professionals who are not actively looking to make a move.

Screening & Assessing Candidates: We do not inundate clients with stacks of resumes. We introduce you to a carefully curated group of candidates that meet your qualifications.

Candidate Interviews: We do the heavy lifting up-front so you don’t have to, conducting in-depth, personal interviews with potential candidates to evaluate their backgrounds and career goals relative to your values and goals. 

Presenting Candidates: For each candidate we recommend, we present the candidate’s resume, an overview of their experience, and motivation for the position.

Interviewing & Closing: We arrange client/candidate meetings and check-in throughout the interview process to share feedback and expectations. We provide guidance throughout the offer and closing process to ensure clear and transparent communication.