Liberty Financial Service

Loomis, Sayles & Company offers a range of risk assessment and portfolio management services throughout the world. The company has been serving institutional and mutual fund investors since 1926. It manages more than $107 billion in equity, fixed-income and alternative funds. The company s subsidiary, Loomis Sayles Trust Company, handles over $3 billion in assets. Loomis, Sayles & Company conducts research and financial analysis. It partners with various charitable institutions, such as the Boston Medical Center and Saint Patrick School. The company offers financial advisory and mutual fund investor services. Loomis, Sayles & Company is a wholly owned subsidiary of Natixis Global Asset Management.

Middleton & Company, a Boston-based independent investment counseling firm, specializes in providing objective advice and disciplined investment management for individuals, families, trusts, endowments, and foundations. Founded on the principle that experienced investment professionals can positively impact clients' lives through sound judgment and thorough market analysis, the firm focuses on developing strong relationships built on integrity and client-centered strategies. With a commitment to growth and teamwork, Middleton & Company offers a range of services that include investment management, asset allocation, and various investment strategies across equity, fixed income, and alternative assets. Their disciplined approach emphasizes listening to clients in order to build tailored solutions that align with their financial goals. Generated from the website

Partners Capital is a leading private investment office based in London and Boston which serves investment professionals, endowments, foundations and high net-worth families globally by providing wholly independent advice on asset allocation and access to what it believes to be best-of-breed asset managers across all asset classes and geographic markets. This access is strongly enhanced by the quality of the Company's community of shareholders and clients, most of whom are veteran investors themselves in specialist sectors around the world. The firm was founded in 2001 by investment professionals seeking an independent and conflict free adviser to provide portfolio construction advice and rigorous analysis of investment opportunities. From its initial focus as the "money managers to the money managers" with a base of 70 clients, Partners Capital has grown to become an adviser to endowments and foundations as well as prominent family offices and successful entrepreneurs across the US, UK, Europe and Asia. Endowments have become a large proportion of the institutional client base which now includes 12 Oxford and Cambridge Colleges and many of the most highly respected museums and charitable foundations. Partners Capital deploys an investment philosophy that embraces many of the powerful diversification benefits of the endowment model of investing, but with a more dynamic approach to asset allocation which seeks to clearly delineate between performance to be derived from market factors as opposed to the skill of individual managers. Today, with over $6bn in assets advised, Partners Capital's clients comprise an approximately equal mix of private individuals and institutional clients. All of our clients, however, tend to be among the most sophisticated investors in the world with a sound understanding of investment principles with experience investing in most asset classes. "Paul and I started Partners Capital to solve our own problem of excessive exposure to private equity. Despite being advised at the time by some of the most prestigious private banks, we felt there was no institution in the world that was truly independent when it came to recommending the best asset managers across all asset classes and around the globe."