Institutional
Investment
Management

Services
Available

Investment Strategies

Our team of professionals unlocks a number of choices for your portfolio. We offer experienced guidance for selecting alternative investments, structured products, options, as well as traditional offerings such as equities, fixed income, exchange-traded funds, enhanced and custom indexing. We can also work with you to determine the appropriate account type, including separately managed or unified accounts.

Portfolio Management

As your trusted partner, we help you pursue your goals by constructing, managing and monitoring a broadly diversified portfolio that is fully customized to suit your needs. Through clear communication, we help you understand what you own and why, placing your best interests above all else.

Risk Management Services

We are strong believers in the necessity to manage risk, your well planned efforts to limit excessive drawdowns should be a part of your investment process. We use Conditional Value at Risk (CVaR), as well as Standard Deviation as methods of measuring risk and have a menu of risk management strategies that we will present for your approval.

Alternative Investments

Having alternatives means having the options you need to fit your ever-evolving needs. We believe diversification across a broad spectrum of asset classes is the best way to help our clients meet their long-term objectives, balancing risk and return.

Fixed Income Services

Fixed income investments are an essential component of a well-diversified portfolio and can support organizations with a reliable income stream. Through our partnership with Raymond James, you can access this service.

Investment Banking

No matter where a business stands in its lifecycle, Raymond James’ result-driven team of senior bankers stands ready to help you move it forward. You can access full-service investment banking capabilities through our partnership with Raymond James who are strategically located in offices in within eight growth oriented industry practices to serve you.

Prime Brokerage & Custody Services

With respect to prime brokerage and the safekeeping of assets, our partnership with Raymond James allows you to access high quality solutions customized to meet our client’s needs. We employ the platform and comprehensive clearing and custody services of Raymond James, one of the nations’ leading diversified financial services firms. Its clients-first focus translates to tailored solutions for institutional investors.

Investing with Values

Values-based investing is an approach that integrates subjects like faith, responsible labor, environmental, social or governance criteria into your investment portfolio. Whether implemented through screening, integration, or direct impact investing, we have a growing number of options for institutions seeking to incorporate values into their investment plan.

Trade Associations

Non-Profits

Money Managers

Healthcare Organizations

Family Offices

Endowments & Foundations

Corporations

“Our dynamic allocation process is founded in fundamentals,
then finds frequency in patterns that lead to momentum.”

Jon DuPrau