Our mantra
Starts and ends with you

Our mantra starts and ends with you

Before the big ideas and before recognition for our work, we began with one thing in mind: to passionately serve clients in a way that best serves them.

As we develop unique intellectual capital for the management of our clients’ financial affairs, we hold ourselves to a collective mission that keeps us grounded in our client-first belief while innovating with creative portfolio solutions.

A strong mission

  • Concentrate attention and resources on providing superior service to professional clients in the fields of asset management, liability management, financial planning and private banking.
  • Strive to achieve superior risk management and performance by providing our clients with high-value-added strategies and services recognized for their innovation and distinction.
  • Focus business development in areas that meet the ever-changing needs of our clients to help provide a distinct advantage, rather than repeat what others may have already done well.
  • Maintain a positive and entrepreneurial environment enabling us to attract and retain the highest caliber of professionals.
  • Conduct business with the highest professional and ethical standards.
  • Have fun!

A different way to invest

While no one can consistently predict the future with any degree of certainty or accuracy, we believe that prudence in the areas of asset allocation, risk management, manager selection and the implementation of intellectual capital does work.

A bit more controversially, we also believe many passively managed index funds trail the underlying index they’re attempting to track. After slippage, commissions and fees, it is increasingly difficult to track any index — and the underlying portfolio falls further behind over time.

That’s why, as classically trained, intrinsic-value investors, we take a more academically derived approach. We believe true intellectual capital is valuable, which is why we find it imperative to research and select managers. It’s the only way we’ve found to find managers who have track records of substantive performance above and beyond their respective benchmarks, with a degree of consistency over time, and who can perform with an impressive risk-to-reward ratio.

Pooling and pairing these managers into a workable and investable model is a bit of art and science. We have found, and continue to believe, that we can build portfolios of active managers who invest in an array of asset classes, but who utilize differing investment approaches. We believe that, over time, these portfolios can achieve above-benchmark performance on an absolute and risk-adjusted basis as well as on an after-fee basis.

Investing involves risk and investors may incur a profit or a loss regardless of strategy. Asset allocation and diversification do not ensure a profit or protect against loss. Past performance is not indicative of future results

Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement.

Investors should consider the investment objectives, risks, charges and expenses of an investment company carefully before investing. The prospectus contains this and other information and should be read carefully before investing. The prospectus is available from your investment professional.