In order to guide our clients effectively we commit significant resources to maintaining leadership and excellence in our research process.

Our research effort begins with privileged access to the quantitative and qualitative research of Callan Associates Inc. headquartered in San Francisco, CA. Callan is the largest independent investment research firm in the U.S. consulting to in excess of two trillion dollars of corporate and public assets.

Our research group first uses this data to monitor managers and investment instruments for the obvious: performance, adherence to strategy, co-mingling issues, compensation and organizational structure. We then apply a proprietary methodology which allows us to synthesize this information to identify those attributes that are behaviorally significant and predictive in each segment of the market.

This unique focus on investment behavior allows us to conduct more meaningful searches by focusing on what is both possible in an area of the market and most advantageous to the client. This more refined methodology for the selection of investment instruments is what distinguishes the research capabilities of Shepherd Kaplan LLC.