We are an experienced asset management firm offering a wide range of Separately Managed Account (SMA), Equity Model and ETF Model portfolios. As a trusted fiduciary, we serve corporations, pension funds, Taft Hartley organizations, foundations, endowments, high net worth individuals, and Registered Investment Advisors (RIAs).
The tenure and experience of our investment team and our disciplined investment process is enhanced by the substantial resources of an independent, in-house research division. This unique combination allows us to distinguish ourselves from our competition.
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