Institutional Advisory

OVERVIEW         OUR APPROACH         OUR EDGE          OUR TEAM

The partnership starts with people. We execute portfolio strategy as a team. The Institutional Advisory Services team enjoys long tenure and has managed assets through multiple market cycles. The team is disciplined, patient, focused, and manages portfolios with a long-term time horizon. Importantly, our investment professionals serve as the primary relationship contact, providing clients direct access to the team responsible for implementing portfolio strategy.

INSTITUTIONAL ADVISORY TEAM


INVESTMENT TEAM
CLIENT SERVICE TEAM