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.

Learn more

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
Learn more

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.
    Learn More

  • 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.
    Learn More

  • Private Asset Management

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

  • 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.
    Learn More

Helpful Content

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

Debt Stress

There’s a link between debt and stress.
Learn More

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Learn More

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.
Learn More