Dotting I’s and crossing T’s – meaning fighting for every client’s penny, diversifying among strategies and managers and actively understanding the biases our models may hold. Recognizing there is no sure thing. Understanding we need to stay away from what we do not understand.

Never relying on a brand to authenticate a strategy or a manager. We continuously read, learn, analyze and question – everything. These are just some of the disciplines we hold dear as we navigate the realities of uncertain markets in doing our best for you and your client.

The vast majority of client wealth we manage is earmarked for retirement and next generation, typically decades away. We therefore align our thought leadership (and investments) to focus on that journey.

Expected changes in global demographics, the effect of artificial intelligence on future jobs, and continued US dominance on the global stage are just some of the topics we deeply explore, applying our findings to our investment approach and sharing thoughtful commentaries with our client base.

Over the last couple of decades, financial technology has grown exponentially. It has not grown in a straight line, meaning that upstarts consistently innovate to disrupt a service and provide something meaningfully better.

We are not a technology company. We are technologically-aware and technology-enabled. That means we are positioned to take advantage of these disruptions by switching products used on our technology stack in better servicing you and your end client. Our goal is to provide a CIO service that takes advantage of technology – not vice versa.

We have the luxury of being independent, allowing us to leverage the vast, mature asset management industry that has been built up over decades. And we are not shy.

In our position as CIO, we also have the luxury of observing many approaches to efficiently guide and support one’s client. We share our findings and our process freely. Your success equates to our success and vice versa.