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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Quarterly Market Commentary – 2024 Q2
Summary The financial, emotional, geopolitical, demographics, financial and economic impact and effects (especially exposing the system vulnerability and behavioral finance) from the Pandemic have a very long tail. Changes in some areas are more structural and...
FOMC June 12, 2024, Press Conference Summary
Squarely focused on achieving our dual mandate goals of maximum employment and stable prices for the benefit of the American people. (affirming commitment) Inflation has eased notably over the past two years but remains above the longer-run goal of 2 percent. Total...
FOMC June 12, 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...