We are an independent institutional investment management firm that is committed to transparently serving your organization.
Who We Are
We objectively serve organizations as a fiduciary partner in a conflict-free relationship. Our approach is to reduce risk to your organization through contemporary thought leadership. Our focus is delivering Procedural Prudence to our clients through a fiduciary partnership.
Our Investment Philosophy
We are efficient capital market theorists. The combination of efficient market beliefs and mean reversion comprises the cornerstone of experiencing long-term investment success. Engaging in excessive investment expenses and unnecessary downside risk will destroy portfolio value. Our investment philosophy hinges on reducing unnecessary risk through cost control and utilizing innovative risk management to produce successful outcomes for your organization.
How We Serve You
We provide your organization confidence and dependability by offering over 175 years of combined investment management experience. We serve you by understanding your needs through deciphering recent legislation, regulatory changes and class action lawsuits that have increased scrutiny on your investment and/or retirement plan committees and assist you in fulfilling your fiduciary obligations. Through our customized and comprehensive process, you can rely on our experience and expertise to serve your organization as a fiduciary partner.