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)

  • Risk management

  • Ongoing oversight

  • Performance reporting