Manager Analysis Services

Strategic Investment Advice

 

  Tactical Investment Decisions

 

    Depth of Investment Experience

 

      Traditional and Alternative

        Investments

Chris Cutler, Founder, Manager Diligence and OCIO Search
Safia Mehta, MD, Emerging Mgrs & ESG
Tom Donahoe, MD, OCIO Search and Governance

Who We Are and What We Do

 

Manager Analysis Services, LLC [MAS] is an investment consulting firm, founded in 2003, with about $5 billion in assets under advisement.  We advise institutional clients on all aspects of their investment process, while keeping discretion in the hands of the client.  Our team consists exclusively of senior portfolio management and due diligence veterans, who have worked in senior positions at alternative asset firms, hedge funds, investment banks, and nonprofit foundations.


Our clients drive our focus, and we have four primary efforts: 


Investment manager due diligence, selection, and monitoring are the roots of our business. 

Analyzing hedge funds—the most difficult aspect of investment consulting—is our original foundation. We now also advise on investing in private equity, real estate partnerships, institutional agriculture, emerging markets, and traditional equity and fixed income strategies.  We help our clients improve their portfolio performance.  Our interests are always aligned with the investor, and we do not receive compensation from managers we recommend. 



Governance advisory services for nonprofit institutions is a growing area of our business.  Our principals have served as board directors for many nonprofit institutions, and we can advise on the most poignant and challenging governance considerations these institutions may face.  We also assess the quality and effectiveness of in-house investment staff, offer proposals to optimize performance, and we look at the potential suitability of selecting OCIO providers.  We conduct OCIO searches and monitor OCIO provider performance.  We also conduct searches for in-house CIOs and investment staff, and are unbiased on the choice between in-house staff and outsourcing.


 

Family office advisory services is a growing focus for us.  We assist in managing tax-sensitive investment strategies, advise on estate planning strategies, and assist in managing legal, accounting, and other key service providers.  We also advise family members in many aspects of their financial well-being.

 

Venture investment advisory services is an area where we have become involved at the request of clients.  We assess the quality and prospects of early-stage ventures brought to us by clients, and we are advising early stage fintech and blockchain/IoT/cloud computing ventures with unique and disruptive product offerings.  

 

Our Clients  

 

Our clients are Foundations, High-Net Worth Investors, Fund of Funds, Wealth Advisers, independent Broker-Dealers, and Family Offices.  We welcome your inquiries at info@manageranalysis.com.