We are a 100% employee-owned, independent firm focused solely on institutional investment consulting.
Our mission is to serve institutional investors with unique liability streams by developing, implementing, and sustaining customized investment solutions that best enable them to fulfill their investment and operating goals in an independent and conflict-free manner.
The Cardinal Rules
Investment strategy is tailored to each client’s specific needs. However, we have some fundamental beliefs and our services are structured around these views.
We are not proponents of market timing but believe attractive entry, exit and rebalance opportunities exist amongst asset classes
2. Liability Aware
Strategy should be developed within the context of each client’s liabilities and the overall impact on operations and investments
3. Principal Protection
Protecting in down markets is the key to long-term economic growth
Investment strategy development and implementation is an inherently forward-looking exercise
5. Long Term Focused
Studies have shown that long-term strategic asset allocation adds the most value to investment returns
Each client has unique objectives, constraints and risk profiles which warrant fully customized solutions
7. Tax and Fee Conscious
Taxes and fees matter and should be explicitly considered in any investment strategy
8. Historical Perspective
While history is no indicator of future results, prior experiences can provide perspective on future investment decisions