facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Investment Management


Investment Management Department

The purpose of the Investment Management Department is to provide investment management support to our client service divisions: Institutional and Wealth Management .

The Investment Management Department strives to find the optimal mix of return and risk to ensure clients have the highest probability of meeting their objectives.

Meet the Team



Investment Management Credo


Mandate

We strive to find the optimal mix of return and risk to ensure our clients have the highest probability of meeting their objective.

Philosophy

We believe in the long-term power of broad market exposure. We also believe that markets are mean reverting in the long run and market outliers are not sustainable or persistent over time.

Approach

We strive to be responsive to changing markets, balance risks and provide more consistent returns to help clients achieve their goals.