Our clients have entrusted us with more than $30 billion* in assets under management (“AUM”), and our average client tenure is over 12 years.
We believe that our ability to sustain long-term partnerships with our clients reflects our consistency of leadership, process and culture, and the fact that we put our clients’ interests first.
We work in partnership with our clients to clarify how we can most effectively adapt our role to suit your needs, with the objective of forging a partnership that will enable timely and effective investment decision making. We set investment goals and objectives (or a policy statement) and then establish mid-term and long-term asset allocation strategy. Next, we construct, monitor, and rebalance investment portfolios, and monitor the risk within portfolios. We review investment performance, themes, and actions at quarterly meetings with clients and communicate more frequently as needed.
* As of June 30, 2019