We receive dozens of inquiries each day from investment firms asking how to get on our investment management platform.  If you want Mozaic, LLC to consider your investment firm and/or strategy for our platform, we kindly ask that you follow the instructions below for the asset class that is most relevant to your firm/strategy.  By following these instructions, it will ensure that your investment firm/strategy is routed to the proper person for consideration and will maximize your potential to gain an interview with us.

 

Large-capitalization U.S. equity strategies.  We already work with some excellent large capitalization U.S. equity investment firms/strategies, but are always interested in hearing about new firms/strategies.  If you want us to consider your firm/strategy for our platform, please click on the folder below and follow the instructions on how to submit your materials to us.

[Large-capitalization-U.S.-equity-strategy-Submission-package.zip]

Small/mid-capitalization U.S. equity strategies.  We are currently seeking excellent small/mid capitalization U.S. equity strategies for our platform.  If you want us to consider your firm/strategy for our platform, please click on the folder below and follow the instructions on how to submit your materials to us.

[Small_mid-capitalization-U.S.-equity-strategy-Submission-package.zip]

Non-U.S. developed markets equity strategies.  We are currently seeking excellent non-U.S. developed markets equity strategies for our platform.  If you want us to consider your firm/strategy for our platform, please click on the folder below and follow the instructions on how to submit your materials to us.

[Non-U.S.-developed-markets-equity-strategy-Submission-package.zip]

Emerging markets equity strategies.  We are not seeking emerging markets equity strategies for our platform, but are always interested in hearing about new firms/strategies.  If you want us to consider your firm/strategy for our platform, please click on the folder below and follow the instructions on how to submit your materials to us.

[Emerging-markets-equity-strategy-Submission-package.zip]

Master limited partnership strategies.  We are not seeking master limited partnership strategies for our platform, but are always interested in hearing about new firms/strategies.  If you want us to consider your firm/strategy for our platform, please click on the folder below and follow the instructions on how to submit your materials to us.

[Master-limited-partnership-strategy-Submission-package.zip]

Taxable broad-based U.S. fixed income strategies.  We already work with some excellent taxable broad-based fixed income investment firms/strategies, but are always interested in hearing about new firms/strategies.  If you want us to consider your firm/strategy for our platform, please click on the folder below and follow the instructions on how to submit your materials to us.

[Taxable-broad-based-U.S.-fixed-income-strategy-Submission-package.zip]

Municipal bond strategies.  We already work with some excellent municipal bond fixed income investment firms/strategies, but are always interested in hearing about new firms/strategies.  If you want us to consider your firm/strategy for our platform, please click on the folder below and follow the instructions on how to submit your materials to us.

[Municipal-bond-strategy-Submission-package.zip]

High yield U.S. corporate fixed income strategies.  We are currently seeking excellent high yield U.S. corporate fixed income strategies for our platform.  If you want us to consider your firm/strategy for our platform, please click on the folder below and follow the instructions on how to submit your materials to us.

[High-yield-U.S.-corporate-fixed-income-strategy-Submission-package.zip]

Mortgage-backed/asset-backed securities strategies.  We already work with some excellent mortgage-backed/asset-backed securities strategies, but are always interested in hearing about new firms/strategies.  If you want us to consider your firm/strategy for our platform, please click on the folder below and follow the instructions on how to submit your materials to us.

[Mortgage-backed_asset-backed-securities-strategy-Submission-package.zip]

Emerging markets fixed income strategies.  We are currently seeking excellent emerging markets fixed income strategies for our platform.  If you want us to consider your firm/strategy for our platform, please click on the folder below and follow the instructions on how to submit your materials to us.

[Emerging-markets-fixed-income-strategy-Submission-package.zip]

Multi-strategy hedge fund strategies.  We are not seeking multi-strategy hedge fund strategies for our platform, but are always interested in hearing about new firms/strategies.  If you want us to consider your firm/strategy for our platform, please click on the folder below and follow the instructions on how to submit your materials to us.

[Multi-strategy-hedge-fund-strategy-Submission-package.zip]

Credit and distressed investment strategies.  We are currently seeking excellent credit and distressed investment strategies for our platform.  If you want us to consider your firm/strategy for our platform, please click on the folder below and follow the instructions on how to submit your materials to us.

[Credit-and-distressed-investment-strategy-Submission-package.zip]

Private equity and venture capital strategies.  We are not seeking private equity and venture capital strategies for our platform, but are always interested in hearing about new firms/strategies.  If you want us to consider your firm/strategy for our platform, please click on the folder below and follow the instructions on how to submit your materials to us.

[Private-equity-and-venture-capital-strategy-Submission-package.zip]

Real estate investment strategies.  We are currently seeking excellent real estate investment strategies for our platform.  If you want us to consider your firm/strategy for our platform, please click on the folder below and follow the instructions on how to submit your materials to us.

[Real-estate-investment-strategy-Submission-package.zip]

Oil, gas, agriculture/farming, and forestry investment strategies.  We are currently seeking excellent agriculture/farming and forestry investment strategies for our platform.  If you want us to consider your firm/strategy for our platform, please click on the folder below and follow the instructions on how to submit your materials to us.

[Oil-gas-agriculture_farming-and-forestry-investment-strategy-Submission-package.zip]

Impact and mission-related investment strategies.  We work with several foundation clients that have active impact and mission-related investment goals.  We are currently seeking excellent impact and mission-related investment strategies for our platform.  If you want us to consider your firm/strategy for our platform, please click on the folder below and follow the instructions on how to submit your materials to us.

[Impact-and-mission-related-investment-strategy-Submission-package.zip]

All other investment strategies.  We are not seeking any investment strategies other than the ones detailed above, but are always interested in hearing about new firms/strategies.  If you want us to consider your firm/strategy for our platform, please click on the folder below and follow the instructions on how to submit your materials to us.

[All-other-investment-strategies-Submission-package.zip]

 

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