Tailored investment solutions
As active managers, we are research oriented and adhere to established risk management guidelines. We work closely with our clients to understand their goals and provide expertise. Our All Cap Core Equity, Fixed Income and Balanced Income strategies offer a great depth and breadth of solutions designed to address a variety of needs, for an investment strategy that is tailored to individual objectives, income needs and risk tolerance.
Our Philosophy & Process
We seek to generate alpha by exploiting opportunities that present themselves in the marketplace.
These are largely the result of what we believe are mispricings resulting from events and conditions that engender uncertainty—business model changes, financial complexities, near-term operations disappointments, management changes and acquisitions and divestitures.
An Introduction to the Bolton Group
David Pedowitz introduces the Bolton Group and discusses the importance of trust in their client relationships.
Years Managing Client Assets
Assets Under Management
Investment and Client Service Professionals
Meet the team
1 As of September 30, 2023
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.
Wealth planning services are offered by Neuberger Berman BD LLC, a registered broker-dealer. Wealth analyses and wealth planning analyses are intended solely for informational and discussion purposes to educate investors on financial topics and help investors better understand their financial profile and evaluate possible options.
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.