Investment Management Group

Our Investment Management Group functions as an external investment department for our clients and is responsible for the direct oversight and management of all client investment portfolios. The team has been carefully and purposefully built to have the qualifying core capabilities and experience required to dynamically manage asset allocations with a global, forward-looking perspective. In our years of experience, teams with these qualifying competencies are uncommon.

The members of this group have more than 125 years of combined experience overseeing portfolios for both institutions and private clients. Collectively, they have managed, and had decision-making authority over, assets in excess of $50 billion from equities and fixed-income to real estate and alternative investments throughout the world.

Two members previously served as Chief Investment Officer for large institutional investment management organizations. Four members hold the Chartered Financial Analyst designation (CFA^®) with a fifth member currently progressing through the examination process. It’s a powerful combination of knowledge and experience we bring to bear on behalf of each of our clients as we address their portfolio needs. We can bring it to bear for you too.