We have a deep understanding of the many considerations that influence our institutional clients and their needs – not only the obligations of the institution, but the responsibilities of the professionals charged with its management and care. Members of our team have years of service on investment committees, retirement plan supervisory boards, and have had direct experience in the implementation of investment processes and policies.
Through years of experience, we know that every client has its own level of risk tolerance, oversight demands, policy considerations, and internal resources. Our portfolio management teams are designed to support the unique needs of each client. With our expertise, institutional knowledge, and cost effective approach, we help you meet your investment objectives within your specific investment policy.
We go beyond just the management of the securities in the portfolio. We work to understand cash flows and portfolio projections, we provide customized accounting and reporting, we meet regularly with staff and oversight boards, and we do everything we can to educate and support the financial professionals that we work with.