Investment Management

Investment ManagementA sound investment strategy is the cornerstone to building and preserving wealth. With our open architecture platform, we provide objective Global Investment Solutions (without the conflicts of proprietary investment products) and have access to world-class institutional investment managers.

Our dedicated Portfolio Management Team brings the best thinking of our firm to each client’s individual account. The result is an investment strategy that is built to last. We build custom global investment strategies designed to meet your specific cash flow needs, time horizon, growth requirements, tax objectives and risk tolerance.

Long-Term Strategic Asset Allocation

Successful investing requires a long-term perspective and discipline to avoid making short-term emotional mistakes. Strategic asset allocation is the foundation of the risk/return target of our portfolios.

Intermediate-Term Tactical Adjustments

We actively evaluate the investment markets on an ongoing basis and make incremental adjustments to our portfolios to take advantage of opportunities and manage risks.

Manager Flexibility

In each portfolio, we utilize leading independent money managers each specializing in a different area of the capital markets. By design, certain managers in the portfolio are given broader mandates, meaning they have the flexibility to execute on a wider range of real-time opportunities.