We work with our private wealth clients to design a tailored investment portfolio. With sophisticated risk analytics and asset allocation tools, we can help ensure each client’s portfolio is constructed and managed in alignment with their unique, long-term risk and return objectives.

Our portfolio managers bring decades of experience to our investment process.

MULTI-ASSET STRATEGY

For clients in search of an investment portfolio diversified across asset classes, we combine our internally managed equity and fixed income strategies in an open architecture format to create a Multi-Asset Strategy portfolio. For each asset class, we select appropriate stocks, bonds, funds, or ETFs best suited for the portfolio. We employ a rigorous process for selecting both internal and external investment strategies.

Internally managed equity and fixed-income strategies include:

DISCIPLINED & FUNDAMENTAL EQUITY

• Disciplined Equity LargeCap, SMidCap, AllCap with custom ESG, values-based, and tax-managed capabilities
• Fundamental Equity Large Cap Value and Small Cap with custom ESG and SRI capabilities

FIXED INCOME

• Municipal and Limited Duration Municipal Tax-Exempt Strategies
• Short-Term, Intermediate, and Core Taxable Strategies with ESG and SRI capabilities