Advisory Services

StepStone combines long-term strategic clarity with short-term tactical flexibility to deliver investment advice
that is customized to each client’s return objectives, liquidity needs and risk tolerance

Portfolio Planning

When working with clients, we use a variety of tools to optimize portfolio design including heat maps that illustrate which sectors and strategies to prioritize and pacing models that help achieve target allocation levels and maintain self-funding portfolios.

Operational Due Diligence

When considering any investment opportunity, we thoroughly evaluate the operational risks— seeking to determine whether the controls put in place by the sponsor are consistent with industry best practices.

For more than a decade, we've worked closely with institutional investors to create customized advisory solutions

Meet Our Team