The Sutro Group provides operational due diligence services to
institutions, fund of funds, small advisers and others to help assure that the
money managers they choose are real and reputable. We determine whether a
projected investment’s managers meet best practices in the alternative space.
The Sutro Group team has decades of experience in the legal,
compliance and operational functions of a wide variety of registered and
unregistered financial services institutions. Our unique combination of
buy-side, sell-side and alternative experience helps us evaluate not just
whether a prospective fund investment meets today’s standards, but whether it
will meet tomorrow’s.
We stress independence and affordability. We do not manage
assets, perform investment analysis or recommend funds based on investment
performance. We decline to do any compliance work for hedge fund or
alternative product managers who we are asked to review for clients.So our independence is complete and
reliable.
Small and medium sized investment advisers are now, more than
ever, seeking to help returns for their clients by considering alternative
investments.The lack of
experience in dealing with these assets make such advisers vulnerable to
choosing products run by either unscrupulous or negligent management.An operational due diligence review
from the Sutro Group can provide peace of mind, without charging as much as an
adviser would earn in fees on such investment.