Description +$1.5B San Francisco based investment management firm (founded in 2002) focusing on delivering transparent, cost-efficient, tax-aware investment solutions to family offices, high net worth individuals, and institutional investors. The firm is comprised of seven partners with all non-investment related activities outsourced to top service providers. In addition, a robust advisory board of industry veterans provides ongoing advice and business development support. The portfolio team averages over 30 years industry experience across many market cycles, and includes a former US Ambassador. The investment approach is fundamental reversion-to-the-mean and focuses on sector, sub-sector, style and size analysis. The firm utilizes exchange traded funds to express investment views with extensive option overlays to manage portfolio risk and generate additional alpha. The firm offers its four investment strategies to select investors through separately managed accounts, two limited partnership funds, mutual fund / ETF, and model platforms.