Currated Manager Offering

Discovering Undiscovered Money Managers

Diamonds in the Rough

Our Currated Manager Offering platform covers an extensive array of third party managers covering equity, fixed income, risk offset, opportunistic, real estate and private equity offerings. We interview, analyze and perform due diligence on hundreds of mangers annually.  BX provides investors with direct access and high touch service to manager strategies via SMA solutions and /or  niche LP product offerings

The BoutiqueXchange

Each year we interview hundreds of different money managers. We conduct multiple levels of Due Diligence on this group in order to find a select group of quality managers with sustainable advantages. The BoutiqueXchange is this Curated list of managers, which we can make available through various custodians, such as Schwab, Fidelity, Pershing, and IB. 

The BX Collection

We are proud to introduce our roster of Boutique manager SMA investment strategies.  This is the first comprehensive look at the full range of strategies that we have researched that we believe have substantial merit. These strategies fall into the “Hidden Gems” category, and advisors would not likely discover many of these managers on their own.  We can make the official fact sheets, brochures, and presentations available to you upon request.