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Who We Are

Our relationships are everything.

Through a culture of excellence and a long-term approach to investing, we have built lasting partnerships with advisors and high-net-worth clients.

90%

historical client retention
rate

30 years

average professional experience of investment strategy committee

80+%

of our investment team members are CFA charterholders

$60.1

in assets under management*
*as of Oct. 31, 2023


Format
application/pdf

Meet our team.

As an advisor, you work hard to develop enduring client relationships. That's why we work hard to support you.

Your personal portfolio manager is empowered to actively manage performance on your client's behalf.

Every strategic asset allocation move we make comes from the in-depth work of the research and strategy teams.

The power of partnership starts with your investment consultant’s customized approach to defining goals and developing a plan of action.

We focus on supporting UHNW and business owner clients with the more complex issues they face when investable assets exceed $10mm.

Working with your investment consultant, your business development specialist takes a collaborative approach to facilitating the partnership.

Get to know us.

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

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