RIAs & Trust Companies

Conway offers a suite of customizable research and consulting services for registered investment advisors and financial intermediaries. All of our research and data is available online and may be private labeled for your institution.

Our services include:

  • Investment manager due diligence + documentation
  • Approved active + passive funds for all asset classes
  • SRI/ESG/Impact investment options
  • Model portfolios
  • Customized asset allocation analysis
  • Capital markets research
  • Investment committee participation
  • OCIO


Conway works closely with institutional investors to build, implement and manage multi-manager portfolios for endowments, foundations and health care organizations. We approach each institution as an opportunity to build a portfolio customized to their unique circumstances.

Our services include:

  • Investment policy statement
  • Asset allocation
  • Traditional & alternative manager research
  • SRI/ESG impact investment options
  • Performance reporting
  • Investment committee participation
  • OCIO