Skip to Main Content

Global firm with an individualized approach

For 50 years, we have been a leader in building custom investment portfolios that aim to generate outperformance and meet each client’s unique goals.

We offer the best of both global and boutique investment firms: strong relationships, scale, and resources coupled with personal attention, trust, and independence.

  • ~300 senior investment professionals*
  • 18 average years industry experience of senior investment professionals*
  • ~5,000 manager meetings per year*

Delivering investment results takes skill and scale

We build custom portfolios that aim to outperform over the long term. This means using active managers to deliver above-market returns, net of fees. Our investment teams are on the ground in almost every financial hub to find investments that we believe are best suited to deliver results.

 

We also seed new strategies and use our global market network to negotiate favorable fees and terms with hundreds of managers for the benefit of our clients, further maximizing your portfolio’s net return.

 

*As of December 31, 2023.

View our client spotlights

We build custom portfolios meant to outperform over the long term

We work with endowments, foundations, healthcare systems, pension plans, and private clients to drive change through OCIO, staff extension, or asset class mandates services. Partnering with the world’s most sophisticated institutional investors, we help our clients achieve their investment objectives, whether that’s to educate more students, fund more grants, successfully fund employees retirements, or extend family legacies.

Our team is an extension of yours

We aim to deliver the best outcomes for you by aligning our investment interests with yours. As an independent firm, our investment decisions are motivated solely by your investment goals. You own the funds and their impact directly, and your investment team focuses on your specific long-term goals and constraints.

With ~300 senior investment professionals* and an average 18 years of industry experience for senior investment professionals*, our teams have the knowledge and acumen built over decades of experience across client types and asset classes.

*As of December 31, 2023.

Let's talk

How can we help build the right portfolio for you?
Contact us