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The Corliss Group, Investment Manager Selection and Due Diligence Processes

10 Years Ago


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THE CORLISS GROUP's capability to recognize asset management aptitude in the area of alternative investments has constantly proven our facility to operate within this market area. Candidates are initially sourced out through our network of strategic partners, long-standing relationships and referrals from managers, trading desks, service providers and other potential sources.
The Firm's due diligence process is rigorous and systematic. Due diligence is viewed as a mosaic where qualitative and quantitative information is assembled and analyzed. Issues such as manager reputation, integrity, personal commitment and potential conflicts of interest are meticulously and objectively assessed.
How a manager's firm is organized, staffed and compensated are critically important factors in our assessment. We constantly watch over the manager's investment as well as its organizational skills to determine possible sources of problems.
The Company is founded on the distinct mission of serving the growing need for alternative investments among high net-worth and smaller institutional investors in the present dynamic markets. In sourcing equities, hedge fund, private equity, fund-of-funds and real estate ventures, our experienced managers develop offerings that are suitable for a broad range of qualified investors. With an extensive track record across investments, but not limited to these markets, The Company has established a broad platform of offerings to provide discriminating investors' growing demands in an increasingly multifaceted investment environment.
About The Company
The Corliss Group - Who We Are
The Company, together with its affiliates, is an independent investment advisory firm specializing in investment strategies. The Firm offers investments managed by private equity, real estate, hedge fund and, fund-of-funds sponsors.
The Company offers a broad range of investment deals customized for institutions and qualified private client investors. It distributes offerings through U.S. brokerage firms, private banks, financial planning firms, registered investment advisors and family offices.
The Company has a team of founding partners who are well-respected investment professionals with substantial experience across the wide range of alternative investments and traditional asset management.
The Company believes that education is a cornerstone of its investment experience. The Firm is committed to work with investors and advisors who have an understanding of the potential benefits and risks of investments and are, therefore, primed to make informed investment decisions.
The Company is privileged to offer a suite of alternative investment educational materials and programs.
Alternative Investment Specialist
The Company is founded on the distinct mission of serving the growing need for investments among high net-worth and smaller institutional investors in the present dynamic markets. In sourcing equities, hedge fund, private equity, fund-of-funds and real estate ventures, our experienced managers develop offerings that are suitable for a broad range of qualified investors. With an extensive track record across alternative investments, but not limited to these markets, The Company has established a broad platform of offerings to provide discriminating investors' growing demands in an increasingly multifaceted investment environment.
About the Author
THE CORLISS GROUP, together with its affiliates, is an independent investment advisory firm specializing in alternative investment strategies. The Firm offers investments managed by private equity, real estate, hedge fund and, fund-of-funds sponsors.