Investment Management

Our investment philosophy has been shaped by decades of academic research. We believe that security prices reflect all publicly available information which drives prices toward fair value.

We seek to add value by using portfolios that target higher expected returns in a cost-effective manner. Our investment research process integrates portfolio diversification, low costs, re-balancing, and managing the tax cost of a portfolio. This approach is applied consistently across a full suite of domestic and foreign equity and fixed income strategies, allowing us to help meet the diverse needs of all our clients.