2 Corporate Drive,
A 60-year commitment to excellence
Since 1960 we have helped institutions, plan sponsors, trust departments, trust companies, and individuals achieve their investment objectives
Focus on Quality
We are committed to providing clients with the highest quality investment solutions that have the potential to deliver superior performance. It all begins with quality research
A clearly defined investment approach
Our time-tested process incorporates a combination of quantitative and qualitative factors to help identify companies with above-average return potential
Quality is the reason we believe our research stands above the rest. Our rigorous selection process puts every prospective investment through a quality rating review that considers 32 specific standards in four categories, including liquidity, financial strength, profitability and stability and growth.
We provide a high level of information and support for clients in three primary areas.
We are committed to acting in the best interest of our clients and adhere to a sensible approach to managing assets that seeks to balance risk and return. Our investment process is disciplined, repeatable and consistently applied to all portfolios.
We operate with investment independence and offer the best of both worlds: comprehensive enough to cater to your various investment management needs, yet nimble enough to provide truly personalized service.
Find the service that best suits your needs.
We assume fiduciary management of assets for pensions, retirement plans, endowments, foundations, municipalities and eleemosynary institutions. Learn More
We provide bank trust departments and trust companies the ability to partially or completely outsource their investment management function and grow their department. Learn More
We deliver investment solutions to private investors for trusts and estates, private businesses, general investment accounts, and IRAs. Learn More
As the creator of Worldscope® Database, we are a recognized leader in global fundamental data, and offer institutional, private investors and academia corporate and industry research and analysis for their various needs. Learn More
Curated articles, videos, and more, for a financially savvier you.
Directors and Officers Liability Insurance
Principles of Preserving Wealth
Pay Yourself First