Achieving client investment goals with integrity, excellence, and personal attention for more than 40 years
Our customized investment solutions are designed to align closely with the unique missions, values, constraints, and objectives of the organizations we serve, and we are committed to providing exemplary service through a low client-to-consultant ratio.
We focus on our clients’ priorities; we believe the satisfaction and confidence that our clients feel is reflected in relationships that date back to our firm’s founding in 1978.
To each client engagement, we bring all that we’ve learned over four decades of navigating complex, changing market conditions. Our data-driven investment thinking—our ability to integrate the most micro of details with macro trends—is a competitive advantage that we offer our clients.
Learn more about our firm, our approach, and our culture below.