How We Help
Investment Management
Your tailored investment plan
Our sophisticated investment platform has a singular focus to optimize your investment outcomes through a goals-based investment plan built with best-in-class offerings. Our pension-style asset allocation includes unique asset classes that are not available to individual investors.
Investment philosophy
Our investment philosophy centers on an open architecture approach, differentiating us from firms tied to specific investment products.
We maintain an independent and product-agnostic stance, prioritizing your best interests as our client over any economic affiliations. This enables us to scale our investment strategies while ensuring optimal outcomes aligned with your goals.
Investment Highlights
35+ years
Our in-house investment team’s industry experience
30+
Investment committee meetings annually to evaluate investment opportunities
250+
Private equity–related investment opportunities evaluated since 2021
Our differentiation
We help our clients achieve their financial goals through the unique combination of our client-centric focus, deep expertise, and access to specialized investment opportunities.
Portfolio construction
Your portfolio should reflect your goals and overall financial plan. Our team works collaboratively to translate your goal-based planning into a tailored portfolio with a pension-style asset allocation that makes sense for you.
Our investment management principles
Understanding purpose
Understanding your purpose for saving and investing is critical to tailoring your portfolio strategy
Value for money
Fees and taxes matter
Evidence based
Our decision-making process is evidence-based
Style agnostic
Active and passive investment strategies can be used in tandem to accomplish financial goals
Private and public assets
Private market investments and alternative strategies have the potential to enhance long term risk-adjusted returns
Long term focus
Adhering to an approach and focusing on the long-term leads to successful investment outcomes
Independent and aligned
Clients are best served by advisors who are independent and investing alongside them
Frequently Asked Questions
Key questions about our investment platform.