Driven by Independence
Today, we manage over $10 billion, while retaining organizational uniqueness and flexibility, allowing our investment managers to focus on what they do best.
- Our portfolio managers average over 20 years of investment experience
- Each investment manager has an independent, well-defined investment process and portfolio management discipline.
- Our leadership has spent all of their careers managing money at leading fund families, banks, brokerage firms and hedge funds. They’ve learned first-hand how to meet challenges that can affect a company’s ability to serve clients.
- Our organization has operations nationwide, and offers a virtual network of the best investment talent available in an effort to avoid the biases of any geography.
