Quality: It’s at the core of everything we do

Quality: It’s at the core of everything we do

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.

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Exceptional services to support three types of clients 

Exceptional services to support three types of clients 

We provide a high level of information and support for clients in three primary areas. 

  1. Institutional Asset Management
  2. Trust Investment Management
  3. Private Asset Management
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Client-Centric Focus

We measure our success by the success of our clients

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.

Four Areas of Service.

Find the service that best suits your needs.

  • Institutional Asset Management

    We assume fiduciary management of assets for pensions, retirement plans, endowments, foundations, municipalities and eleemosynary institutions.
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  • Trust Investment Management

    We provide bank trust departments and trust companies the ability to partially or completely outsource their investment management function and grow their department.
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  • Private Asset Management

    We deliver investment solutions to private investors for trusts and estates, private businesses, general investment accounts, and IRAs.
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  • Research

    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.
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Helpful Content

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

<p>Financial Aid for Students 101</p>

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
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<p>Revising Estate Strategy Assumptions</p>

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
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<p>Historical Inflation</p>

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.
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