Building bridges that connect
Investors and Managers


Mosaic serves Asset Managers and Institutional Investors by:

Connecting Institutional Investors with Investment Managers

Complimenting Investment Strategies

Paving the Way to Portfolio Diversification

  •  Identifying high potential, emerging alternative and traditional asset management organizations for institutional investors with an appetite for little-known managers and their alpha-generating potential


  •  Coaching emerging managers to a state of institutional readiness and introducing them to the institutional investor community


  •  Bringing new, innovative alternative investment managers into the marketplace - providing new capacity for alternative asset allocations


  •  Delivering investment manager possibilities that satisfy unique institutional investor needs


Mosaic is a business consultant in all aspects of the institutional asset management market space.

We have positioned Mosaic to be the bridge between institutional investors and outstanding, often largely unknown, investment management organizations.


Typically we will coach promising firms to help them reach a state of institutional readiness.

When appropriate and with full marketplace disclosure, we will consult with emerging asset managers to become an extension of their outreach capabilities and help sharpen their organizational as well product focus, positioning, client service capabilities that are desirable and are often required by Institutional Investors.


We welcome inquiries from Asset Managers and Institutional Investors about our consulting services.

Expertise, Coaching & Strategy

Our value proposition is to identify early-stage skilled alternative managers that bring new ideas and technologies and help them to grow and become successful institutional quality managers.


In short, Mosaic will act as an extension of an institutional investor or its consultant to identify and access highly-qualified asset managers. Alternatively, we become an extension of an emerging manager’s outreach capabilities as we help sharpen the product focus, positioning and client service capabilities. 


When appropriate, we help managers think through issues that can arise during due diligence like ownership, management and comp structure, and succession planning. When needed, we collaborate to prepare a suitable business plan.

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