Sendero Wealth Management continually researches both traditional and alternative investment managers, focusing on small- to mid-tier managers with significant portions of their personal wealth invested in their strategy. We start with historical returns and portfolio characteristics and move quickly to a more personal understanding of the people behind the data. We select managers based on their track record as well as their passion and clear vision of how to add value to their investment style. Upon identifying a manager, we leverage our significant pool of assets to negotiate fees for our clients, usually securing a discount or lower account minimums than the client could achieve on their own. The result is a "stable" of elite traditional and alternative managers with proven investment strategies at reasonable fees for our clients.