Investment Advisory Services

The mission of our Investment Advisory Practice is to enhance our clients' wealth by providing innovative and effective investment strategies.


EXPERIENCE
  • Established in February 1996 as a specialist providing emerging manager services for institutional investors
  • Key team member has been emerging manager leader since the late 1980s

SIZE
  • Approximately, $1.7 billion equity assets under management and $154 million investment advisory assets
  • Approximately 85 emerging managers products funded since inception.
  • Robust analytic resources
  • Sizeable proprietary Emerging Manager Database

STABILITY
  • 100% employee owned
  • Stable financial structure
  • Same CEO/CIO since inception
  • Average tenure of 6 years among voting members of the Investment Committee
RELIABILITY
  • Performance audited for compliance with GIPS Performance Presentation Standards
  • Consistent performance above benchmark since inception
  • Low risk profile
  • Transparent and client sensitive process

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