Our decades of investment experience have laid the groundwork for long-term success in investing.
Download our firm overviewhistorical client retention rate
years average investment team experience
billion in
assets under management**as of Jan. 31, 2023
Extensive in-house research guides the construction of every portfolio.
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Only one benchmark matters... yours.
No two portfolios are the same. Each client has a personal performance benchmark. Here’s what else you gain from a personalized approach to active management:
Objective advice from your dedicated portfolio manager with complete independence to invest in your best interests
A portfolio strategy tailored to your evolving needs, powered by in-house research, a tax-sensitive approach, and protected by three levels of active risk management
Regular communication from your investment team and adjustments to ensure your portfolio performs over time