Core Solutions

We manage fully outsourced portfolio solutions, specialized asset-class strategies and customized model portfolios for our institutional clients.

We take into account the client's current situation to devise the best tailored portfolio and oversee all the moving parts of investment management from selecting the right money managers to monitoring the portfolios.

As an independent investment manager, we are free of the traditional conflicts of interest common in our industry. We do not represent our own investment products, instead use an open architecture approach to select the best-fitting building blocks for the portfolio solutions we deliver to our clients.

We believe that our approach to multi-management adds value to clients by generating outperformance while minimizing and managing risk.