Investment Management Services

Customized Investment
Portfolio Management Service

Investment Planning to Help You Achieve Your Goals

Your investment portfolio should be an extension of your financial strategy. Our investment team collaborates with your advisor to provide advice on portfolio construction, asset allocation and investment strategies as part of your overall wealth management plan.

When working with you to build your portfolio, we consider your objectives, risk tolerance and other factors, such as liquidity needs, then recommend a portfolio of investments to help you achieve your goals.

Working with you and your advisor, we focus on diversification among multiple asset classes, such as cash, fixed income, equities and alternative investments. We may use active and passive strategies and, within each asset class, consider different styles and strategies.

We then work with you and your advisor to periodically review your portfolio to help ensure it continues to align with your risk tolerance and objectives.

Customized Approach

We employ an open architecture framework with the flexibility to use third-party managers and in-house solutions as we construct portfolios. Portfolios may be constructed using individual securities, exchange-traded funds (ETFs), mutual funds, separately managed accounts and/or limited partnerships when appropriate.

Meet the Manager Research Team