Who we are
As an institutional investment advisor, we provide fiduciary consulting services, to organizations nationwide. We focus on our clients’ investment objectives and work to achieve those goals.
What we do
We follow a holistic approach designed to pursue optimal solutions to complex investment challenges using sophisticated tools and strategies.
How we do it
Our consultants provide advice and recommend strategies designed to meet your organization’s goals. Their efforts are supported by an investment committee comprised of CFA® charterholders*, actuaries, and other investment professionals with proven track records. Our wealth of knowledge and experience is put to work to help meet your organization’s objectives.
We will help you pursue your investment objectives, save you time, and reduce business and regulatory risk through ongoing partnership and collaboration.
*The CFA® Program curriculum covers concepts and skills bridging academic theory, current industry practice, and ethical and professional standards to provide a strong foundation of advanced investment analysis and real-world portfolio management skills.