A Boutique Investment Consulting Firm

TEAM

Seven Two Partners has decades of experience in investment manager due diligence, investment research, and relationship-building that provides us with unique access to top-tier investment managers. We serve our clients with a high level of integrity, and are laser focused on delivering outstanding results. 

SERVICES

Seven Two Partners provides highly customized investment consulting services including bespoke mandates, investment advisor/manager due diligence, customized investment reporting, portfolio construction, asset allocation, and risk management. 

CLIENTS

Seven Two Partners serves primarily wealthy families and wealth management institutions, as well as select endowments & foundations. Clients call us their CIO, investment consultant, or wealth manager.