For clients who prefer a more traditional “Manager Overlay” approach to asset management, Klaren Capital has created the CustomConsult® Platform. Klaren Capital acts as the overlay manager by continually doing research on other managers, whether those are Mutual Funds, Hedge Funds, Private Equity, Venture Capital, or SMA strategies. Each client portfolio is individually built based on the client’s distinct needs, tolerance for risk, time horizon, and equity size. The firm uses its UMA trading platform to construct the portfolio in one or several accounts, as desired. Ongoing manager research and individualized asset allocation policy drive the service model for this platform. CustomConsult® is best suited for institutionally sized clients who have specific asset allocation policy requirements or other specific objectives.