The single most valuable element our clients give us positive feedback on is the intelligence of our people.

Garrett R. D'Alessandro, CFA, CAIA, AIF®
Chief Executive Officer
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Our relationships are everything.

Through a culture of excellence and a long-term approach to investing, we have built lasting partnerships with advisors and high-net-worth clients.
  • 90%

    historical client retention rate

  • 30 years

    average professional experience of asset allocation committee members

  • 75+%

    of our investment team members are CFA charterholders

  • $36B

    in assets under management*
    *as of Apr. 30

Download our Firm Overview

Meet our team.

Get to know us.

If you have clients with more than $1 million in investable assets and want to find out about the benefits of our intelligently personalized portfolio management, speak with an investment consultant near you today.

If you’re a high-net-worth client who's interested in adding an experienced investment manager to your financial team, learn more about working with us here