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Contact Us

For clients and their service providers:

Contact your consultants, or call our front desk for immediate assistance at (650) 328-7283.

For general inquiries:

​Call us at (650) 328-7283, or email us at


For media inquiries:

​Contact Simon Lim, CFA, CAIA, Chief Compliance Officer and Managing Senior Consultant.


Office location:

535 Middlefield Road, Suite 230, Menlo Park, CA 94025

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