Services Overview

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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