Non-Discretionary Management

We were founded on the principle of helping investors achieve their performance goals by serving as a hands-on investment partner. We work closely with clients to understand their risk tolerances and deliver robust investment strategies designed to meet their complex needs.

With more than 40 years of experience serving as a trusted investment advisor to institutional investors, families, and family offices, our non-discretionary management service provides clients with an experienced investment team to consider portfolio and investment issues while ensuring that the client maintains final decision making on portfolio investments.

This service model is available for total or partial portfolios and typically works well for clients who have the resources and expertise to contribute to portfolio performance alongside their investment team or for clients who simply prefer to retain decision-making authority over their portfolio’s investments.


In this edition of VantagePoint, we review the drivers of inflation globally and conclude that widespread inflation concerns are likely overdone. For investors concerned about the risks of inflation, we refresh our analysis on the complex relationship between asset classes and inflation and dig deeper into the implications of higher inflation on equities.