Our mission is to protect and grow the wealth of our clients. We believe in a stable, sustainable investment philosophy that aims to help our clients grow wealth by preserving capital, and by taking calculated risks to take advantage of opportunities we identify. Our research is geared toward creating portfolios that will outperform the market over the course of a full economic cycle while limiting volatility during downturns.
Our flexible and comprehensive investment platform provides you access to a variety of investment solutions, both proprietary and nonproprietary, across a number of domestic and global asset classes. A hallmark of our investment management services is our ability to truly customize not only your investment plan but also the individual strategies within your plan.
We provide investment consulting services tailored to each client’s individual needs. Our dedicated team of search-and-selection specialists conducts rigorous research to select best-in-class external asset managers through a rigorous due diligence process. We then craft a custom investment portfolio using only third-party managers or one that incorporates a combination of externally managed strategies complemented by our own internal proprietary strategies.
ACTIVE VS. PASSIVE MANAGEMENT
Certainly, the flow of funds into passive investment vehicles is indisputable. Investors have added nearly $1.3 trillion to passive funds over the past three years, while more than a quarter trillion dollars has exited actively-managed funds over the same time period. Investors clearly have accepted the narrative that passive investment vehicles, due to their low cost structures, outperform actively-managed investment vehicles, on average. But that leaves much of the story untold...