Managing Wealth for Generations
Since its inception, our team’s mission has been to add value in all asset categories while providing highly personalized investment and planning solutions in an efficient and transparent manner, this still holds true today.
Our Philosophy & Process
Over many generations, our team has been entrusted with the management of individual and family wealth through various market and business cycles. We partner with clients across a wide range of capabilities, such portfolio management, wealth strategy, philanthropic advisory to support financial decision making.
Leveraging our team’s broad experience and deep understanding of the markets, we seek to create core, diversified portfolios constructed across all asset classes anchored by three key pillars:
Trends
identifying long-term secular trends and agents of change
“Go-anywhere” approach
seeking investment ideas across the capitalization and style spectrums.
Benchmark
aware but not benchmark-constrained
Highlights1
$7.8bn
Assets Under Management
25+
Years Average Industry Experience
7
Senior Investment Professionals
40+
Years Servicing Clients
Meet the team
1 As of March 31, 2024
This material is intended as a broad overview of the portfolio managers' current style, philosophy and process. This material is presented solely for informational purposes and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Third-party economic or market estimates discussed herein may or may not be realized and no opinion or representation is being given regarding such estimates. Certain products and services may not be available in all jurisdictions or to all client types. Investing entails risks, including possible loss of principal.
Firm history includes the history of all firm subsidiaries, including predecessor entities. Investment professionals referenced include portfolio managers, research analysts/associates, traders, and product specialists and team dedicated economists/strategists.