We are committed to serving your organization through dedicated stewardship, independent consultation and tailored analysis.
Who We Are
We are an independent institutional investment management firm. We objectively serve organizations as a fiduciary partner in a conflict-free relationship. Our approach is to reduce risk to your organization through contemporary thought leadership. Our focus is delivering Procedural Prudence to our clients through a fiduciary partnership.
We are efficient capital market theorists. The combination of efficient market beliefs and mean reversion comprises the cornerstone of experiencing long-term investment success. Engaging in excessive investment expenses and unnecessary downside risk will destroy portfolio value. Our investment philosophy hinges on reducing unnecessary risk through cost control and utilizing innovative risk management to produce successful outcomes for your organization.
How We Serve You
We provide your organization confidence and dependability by offering over 175 years of combined investment management experience. We serve you by understanding your needs through deciphering recent legislation, regulatory changes and class action lawsuits that have increased scrutiny on your investment and/or retirement plan committees and assist you in fulfilling your fiduciary obligations. Through our customized and comprehensive process, you can rely on our experience and expertise to serve your organization as a fiduciary partner.
Maximizing investment returns through portfolio construction that is crafted around the fund’s intended purpose.
Defined Benefit Pension Plans
We offer an innovative approach to asset/liability modeling, called “Cost/Risk Optimization” which seeks to maximize the safety of benefits at a given level of resources while simultaneously minimizing the long-term costs at an acceptable level of risk.
Defining your investment goals and objectives through the implementation of diversified investment strategy to serve your funding requirements in light of needed cash flows to support the organization.