One Stone Global (OSG) offers asset allocation, portfolio creation based on public and customized indices, sub-advisor selection and monitoring, and investment product development. OSG works with sub-advisors to construct customized indices and implement portfolios based on client's goals, liquidity needs, and risk tolerance. OSG also monitors sub-advisors and may accompany clients on due diligence visits.
Assets Under Management$200M
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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