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*

*2010 through Oct. 31, 2024

25+ years

average professional experience of investment strategy committee

80+%

of our investment team members are CFA charterholders

$68.2B

in assets under management*
*as of January 31, 2025

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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.

Latest company news.

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

Our relationships are everything.

OUR FIRM OVERVIEW

Meet our team.

Executive Team

Portfolio managers

Research and strategy managers

Investment consultants

Private Wealth Solutions

Business development specialists

Latest company news.

Get to know us.

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