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Corporations, Endowments, Foundations and other Financial Advisors hire us to:
1. Serve as the primary investment manager:
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We can be stewards of your capital and are responsible for all asset allocation decisions
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You can pick the strategies that resonate with you
2. Serve in a sub-advisory role:
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Work with investment consultants or committees
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Fill a specific role with one or more of our investment strategies
Summary of Strategies
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Core Growth
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Conservative Growth
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Small Cap Core Growth
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Global Index
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Equity Income
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Fixed Income
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