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 June 18, 2025, Press Release – What has changed?
Summary: Recent indicators suggest that growth of economic activity continued to expand at a solid pace. (No Change) The unemployment rate has stabilized at a low level in recent months, and labor market conditions remain solid. (No Change) Inflation remains somewhat...
ECB Press Release June 5, 2025 – What has changed?
Inflation is currently at around the Governing Council’s 2% medium-term target. In the baseline of the new Eurosystem staff projections, headline inflation is set to average 2.0% in 2025, 1.6% in 2026 and 2.0% in 2027. The downward revisions compared with the March...
CNBC Article: Crypto DOL Reg Axed
Philip Chao was featured in this article on CNBC.