Investment management should focus on capital appreciation, meeting cash flow requirements and maintaining purchasing power; however, institutional investors often have very different, and explicit, objectives and guidelines for their professionally managed assets.

The Private Wealth Management client-specific, totally custom approach to the investment relationship and portfolio construction is ideally suited for an institutional investor.

We are long-term strategic managers who recognize the benefits of tactical shifts to mitigate risk and take advantage of market dislocations. We are active managers within each client's defined guidelines.

Overview

Our institutional asset management team specializes in:

• Not-for-Profit Endowments & Foundations
• Private Foundations
• For-Profit Corporations
• Casualty Insurance Companies
• Pooled Investment Funds
• Consulting Services
  • Manager Search and Selection
  • Risk Assessment
  • Investment Policy Statement Creation/Review
• Custodial Services

Of course, each organization is different and presents a different set of challenges, a different set of risk and return objectives, and unique operating profiles. We understand that and accept the challenges. After all, this is what we do. This is our forte.