- Founded in 1994
- Continues to be led by founding partners
- 100% employee owned
- Independent investment firm
- Alternative and enhanced investment strategies
- Risk mitigation
- Proprietary research, both fundamental and quantitative
- Experience attracting and retaining highly skilled investment, research, and operating professionals
- Exceptional stability
- Continuity within Investment and Operating teams
A 100% equity portfolio striving for S&P 500-like returns, plus lower volatility and higher distribution yield.
An all-weather, multi-asset class portfolio pursuing long-term growth and lower volatility.
Income & Growth
A diverse portfolio (by asset class and geography) focusing on income generation first and growth second.
Core Plus Suite
An easy way to align risk tolerance to a geographically diverse, risk-based portfolio. Choose from 5 risk levels.