PROVIDING ADVANCED
INVESTMENT MANAGEMENT
SOLUTIONS

Boutique advisor with experience and resources. Our investment management and consulting business allows our clients to enjoy the best of both worlds—the stability and resources of a leading investment firm combined with specific attention, support and leadership of a dedicated group of experts.

Customized services and solutions. We do not rely on predetermined asset allocation models or proprietary products. Instead, we utilize all of our resources to create your portfolio designed for your specific objectives. Our cooperative approach ensures you have access to experienced professionals with real experience that are not only familiar with your needs, but focused on your goals.

Dedicated resources. We have developed substantial resources, both internal and external, that we bring to each relationship. Our senior management, portfolio managers, subject specialists and expert network are all accessible for decisions on everything from developing a tactical approach, to the most effective ways to implement it, we all collaborate to deliver better solutions.

Innovative answers. Our culture of going further and working harder has led us to innovate where we believe we can add substantial value. We believe our dynamic indexing strategies represent the next improvement in the evolution of indexing. Similarly, our reliability ratio exposes an accurate assessment of a manager’s process by separating manager skill form market effects and our efficiency ratio shows investors how effective their fees are at capturing market returns.