We take a holistic relationship approach; our team is fully aligned with meeting our clients’ objectives throughout our longstanding partnerships covering customized investment and governance solutions. Our team is proud to provide a high standard of responsive and proactive service as an outsourced investment office. Clients rely on us heavily to support their varied needs and we strive to exceed expectations.

Our investment team’s expertise reflects a sophisticated understanding of risks from granular to macro levels: business/industry, investment products, global markets, and idiosyncratic risks. Clients benefit from our differentiated background in trading and running derivatives desks.

Our longstanding relationships are a function of overall portfolio management success as well as the high caliber client service we provide. Our focus on creating resilient portfolios features reflect emerging and diverse fund managers, in addition to ESG and impact funds, where we have held a pioneering role. Our value proposition reflects a focus on forward-looking views, positioning, monitoring, and adjusting client portfolios to handle risk and optimize resilience.