Manage Mission-Specific Institutional Assets
Customizing portfolios to align with institutional goals.
Our Essence of
Being…
Discretionary Management
We offer an outsource chief investment officer (OCIO) service. We deliver portfolio construction and management services on a fully discretionary basis which complies with your investment policy and allocation guidelines.
Investing is not just a destination; it’s also a journey. See how our disciplined investment process helps us tailor investment portfolios to your goals and aspirations.
News & Commentaries
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FOMC May 1, 2024, Press Release – What has changed?
Summary: Recent indicators suggest that growth of economic activity continued to expand at a solid pace. (No Change) Job gains have slowed in recent months but remain strong, and the unemployment rate has remained low. (No Change) Inflation has eased over the past...
FOMC May 1, 2024, Press Conference Summary
Summary Inflation is still too high, ongoing progress in bringing it down is not assured, and the path forward is uncertain. We are fully committed to returning inflation to our 2 percent goal (commitment and credibility). Our restrictive stance of monetary policy has...
2024 Fiduciary Rule Summary
Definition of an Investment Advice Fiduciary On April 25, 2024, the Department of Labor (Department) issued the final Retirement Security Rule and amendments to several existing Prohibitive Transaction Exemptions. This regulation is effective on September 23, 2024....