For institutions that would rather focus on their core business, we offer outsourced investment capabilities.
Our long-term focused, strategic investment process utilizes a mostly indexed approach, with active investments rounding out portfolios where both appropriate and cost effective.
Your needs dictate whether you hire us as an advisor (non-discretionary) or investment manager (discretionary) or on a consultative basis.
For investment advisors specifically, we offer model portfolios built to your risk/return specifications. Services include:
Creating an Investment Policy Statement (IPS)
Asset allocation creation
Investment selection & monitoring
Implementing portfolio decisions (trading)