Asset Management Services

Investment Expertise

The investment expertise and experience of our asset management team rivals many leading Wealth Management firms.

Our asset management team is made up of:

• 38 dedicated investment professionals focused on research, security selection, manager due diligence, and portfolio design
• A highly tenured leadership team with an average of 30 years of investment experience
• 15 of our team members have earned the Chartered Financial Analyst^® (CFA) designation. The CFA designation, the highest distinction in the investment management profession, confirms a charterholder’s foundational skills in advanced investment, analysis, and real-world portfolio management.

Investment Philosophy
Our team invests according to a proven and disciplined investment process. Our goal is to maximize return without exposing your assets to excessive risk and to do so within the boundaries of your investment objectives and risk tolerance. We accomplish this by adhering to the following principles:

• Always placing your interests first
• Aligning the portfolio to your risk tolerance
• Designing portfolios with the goal of reducing downside risk in order to preserve and grow your wealth
• Diversifying your assets in order to preserve capital
• Avoiding unexpected risk that may come from market timing
• Executing a disciplined tactical asset allocation

Our Services

Portfolio Management
Our objective is to help you reach your investment goals without exposing your capital to excessive amounts of risk. Therefore, we design your core portfolio of equities and fixed-income assets and complement it with alternative strategies and satellite assets that can enhance expected return and reduce risk.

Manager Selection
We follow a very structured due diligence process focused on enhancing portfolios through manager and asset diversification. Our team determines which of the leading money managers are best positioned to execute your portfolio strategy, and are most likely to deliver consistent, long-term, risk-adjusted returns within prevailing market conditions.

Insight on the Economy
By analyzing the markets and global economy, our asset management team develops insights and advice that take into account any potential impacts on your investment strategy.