The single most valuable element our clients give us positive feedback on is the intelligence of our people.

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 members
80+%

of our investment team members are CFA charterholders
$58.0B

in assets under management*
*as of Oct. 31

Download our Firm Overview

Meet our team.

Executive team

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

Portfolio managers

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

Research and strategy managers

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

Investment consultants

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

Business development specialists

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

Latest company news.

In the News | Nov. 18

Announcing the Winner of the 2021 Phoenix Award

In the News | Sep. 16

CIO Galvin on CNBC's "Squawk on the Street": Gradual Growth

In the News | Jun. 1

City National a Top Los Angeles Money Manager

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