We manage investments to benefit your short and long-term goals


Investment Philosophy

Our investment philosophy is focused on the goal of providing diversified, risk-controlled investment portfolios designed to meet our clients’ needs. Our asset allocation processes encompass exposure to U.S. and international equities as well as fixed income securities and alternative asset classes. Our goal is to achieve superior investment performance for our clients over a complete market cycle.

With approximately $4 billion under management and administration, our specialty lies in managing diversified portfolios for high net worth individuals, trust clients, corporations, pension plans, endowments and foundations, providing the highest level of fiduciary care.