What's Our Strategy?
Our Portfolio Management team is focused on delivering strong risk-adjusted returns for our clients. We do this through a dedication to both fundamental and quantitative research of equities, bonds and alternative assets. Our investment portfolios have been customized to meet the needs of our high net worth clients with considerable attention paid to diversification, risk, cost, tax efficiency and transparency.
(Click on a fund name for more information)
For illustrative purposes only. Past performance does not guarantee future results.
(1) Expected return includes price appreciation, dividends and interest. (2) Based on annual standard deviation
Portfolio Management Team
Chief Investment Officer
Vice President – Investment Management
Asst. VP – Portfolio Trading & Operations
Associate – Investment Management