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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Chair Powell Speech and Q&A at Chicago Economic Club – April 16th, 2025
Prepared Remarks Summary https://www.federalreserve.gov/newsevents/speech/powell20250416a.htm 1) Dual mandate Focused on the dual-mandate goals given by Congress: maximum employment and stable prices. Despite heightened uncertainty and downside risks, the U.S....
Quarterly Market Commentary – 2025 Q1
Our Thinking (not advice) Since the last report in early January, the world has turned upside down. The America First policy along with the initiation of a trade war against the world is like a bull in a China shop. The most used word since Trump’s inauguration is...
FOMC March 19, 2025, Press Conference Q&A Summary
The following summary represents direct quotes (with minor immaterial changes to make reading easier) from the press conference. A. Backdrop – Prepared Remarks Monetary policy actions are guided by the dual mandate to promote maximum employment and stable prices for...