Your organization has specific objectives and doesn’t allow conflicts of interest to get in the way of pursuing them. You deserve the same clarity and unbiased commitment from your investment partners. As fiduciaries, everything we do supports our clients’ interests – period. Our compensation is fair and simple and comes directly and completely from client fees. There are no incentives or compensation from outside sources.
Intellectual honesty and evidence-based investing philosophy
Decades of market performance data and academic research define our investing philosophy and process. Asset allocation, opportunistic rebalancing and a long-term perspective – with a bias to value – are at the core of our philosophy. We are clear and consistent in our views of financial markets and our approach.
Customized solutions and services
Each institution has its own goals, and therefore requires investment management services tailored to its specific financial objectives, risk preferences and mission. From investment strategies and policy statements, to portfolio management and reporting, to fully outsourced CIO solutions, our team offers a range of skills and expertise to meet the needs of our institutional clients