U.S. Equities
Equity Income
Flexible Equity
Fundamental Long/Short
Large-Cap Growth
Large-Cap Sustainable Growth
Mid-Cap Growth
Small-Cap Fundamental Value
Small-Cap Growth
Global Equities
Global Leaders
Sub-advised Equity Strategies
We follow a philosophy that low-turnover, concentrated portfolios derived from sound bottom-up fundamental research provide an opportunity for attractive performance results over time. We have a culture and firm equity ownership structure that help us attract and retain professionals who share those beliefs, and we follow a repeatable investment process that helps us stay true to our philosophy.
We construct balanced portfolios for private clients, nonprofits and institutions depending on the needs of the client. We can be 100% open architecture, using third-party managers only, or we can put together a mix of internal and external strategies, whatever is in the client’s best interest.