About

Market turmoil and volatility over the last decade have structurally changed the investment landscape. Advisors are looking for better investment approaches and more time to serve their clients. Investors are looking for better portfolios that can weather the markets inevitable ups and downs.

Investment Think Tank LLC (ITT) is a boutique investment research and consulting firm. We serve financial professionals to complement their investment value proposition and high net worth investors to help them make better asset allocation and portfolio management decisions.

We act as a research specialist providing information, insight and guidance to financial professionals and investment decision makers. We offer:

  • single location access to institutional quality research
  • whitepapers from leading academic thinkers
  • innovative asset allocation models
  • and a due diligence resource for alternative mutual funds

This material is organized for quick and immediate use by time constrained investment professionals and sophisticated investors.

A great deal of research and debate has been conducted on the importance of asset allocation. While the studies may reflect different degrees of importance, they all conclude that the asset allocation decision is the most important decision made in the portfolio construction process.

As a result, we focus on that broad topic of making better asset allocation and portfolio management decisions and provide a forum for exploration of innovative and effective portfolio management designs and incorporating alternative investments into portfolios.

Much of our business focus is rooted in findings from financial industry data and surveys, married with similar research and information for investors. For more information check out:

The Future of Portfolio Management

A think tank is an organization, group, or individual that conducts research…

  • Research is the search for knowledge or any systematic investigation to establish facts. The primary purpose for applied research is the advancement of knowledge.
    • Applied research is research accessing and using some part of the research communities’ accumulated theories, knowledge, methods, and techniques, for a specific driven purpose.
    • Knowledge is (i) expertise, and skills acquired by a person through experience or education; the theoretical or practical understanding of a subject.

…and engages in advocacy in areas such as issues, policies, or advice.

  • Advocacy is the pursuit of influencing outcomes that directly affect people’s current lives.