www.stuartportfolio.com
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aggressively conservative investments who we serveour peopledisclosure statement Contact US OUR MISSION We seek exceptional returns for institutional investors by introducing them to uniquely excellent alternative investment firms. Our managers provide hard-to-access exposure to new, higher returning opportunities and effective portfolio hedges. Who We Serve INSTITUTIONAL INVESTORS Our institutional sales team is experienced in portfolio management, pension consulting, benefit plan sponsorship and governance. Thus, we have identified uniquely excellent alternative asset managers for better risk-adjusted returns. Learn More INVESTMENT MANAGERS Since 1998, we have helped exceptional private equity, private debt and hedge fund firms raise assets globally from public, corporate, union and multiemployer pensions, insurance companies, endowments, foundations, banks, asset management companies and family offices. Our fundraising capabilities allow investment managers to focus on what they do best, generate strong risk-adjusted returns. Learn More We Are A Broker/Dealer Registered With The SEC And Members Of FINRA And SIPC. SIPC: ww.sipc.orgFINRA: www.finra.org FINRA Broker Check: www.brokercheck.finra.org Customer Relationship Summary, Form CRS October 20, 2020 Stuart Portfolio Consultants, LP aggressively conservative investments 12 East 49 Street, 11 Floor • New York, NY 10017 6733 Woodbridge Drive • Boca Raton, FL 33434 Telephone: 212 360 7500 Fax: 212 360 7503 homeWHO WE SERVEour peopledisclosure statementscontact us