Our Firm

Our mission is to help our clients achieve their financial goals while delivering unparalleled client service. 

Since 1994, our experience and judgment building portfolios for families, endowments and foundations has led to superior long-term investment results.

We offer scale advantages combined with boutique attention.

  • Our over $40 B* in assets under management supports a large and experienced investment research team and high-quality infrastructure
  • Each of our 190 professionals are dedicated to our core portfolio management business
  • Each client’s portfolio managers understand their goals and objectives, and partner with them to make timely and effective investment decisions

Our average client relationship exceeds 13 years. We believe that our ability to sustain these long-term partnerships reflects our consistency of leadership, process and culture, and the fact that we put our clients’ interests first.


* As of December 31, 2020