- Wealth Management
- Institutional Advisory
- Pilot Program
Investment Manager Selection
To help achieve long-term success with your investments and to help protect your interests, our institutional advisory professionals believe it is important to consider a wide variety of options and not be beholden to only proprietary products. That’s why we’re proud to remain independent; this gives us the flexibility in our investment recommendations and helps create an environment of transparency.
To further help protect your interests, we follow a comprehensive investment manager due diligence process that includes quantitative analysis and qualitative judgment. It is important to thoroughly analyze manager’s strategies both individually, as well as in combination with the rest of your portfolio. Sophisticated analytical tools allow us to actively evaluate this on an ongoing basis, replacing managers and adjusting allocations as opportunities occur or as a client’s needs change over time.