Announcing the Winner of the 2021 Phoenix Award
historical client retention rate
average professional experience of investment strategy committee members
of our investment team members are CFA charterholders
in assets under management*
*as of Oct. 31
If you have clients with more than $1 million in investable assets and want to find out about the benefits of our intelligently personalized portfolio management, speak with an investment consultant near you today.
If you’re a high-net-worth client who's interested in adding an experienced investment manager to your financial team, learn more about working with us here