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Corporations, Endowments, Foundations and other Financial Advisors hire us to:

 

1.  Serve as the primary investment manager: 

  • We can be stewards of your capital and are responsible for all asset allocation decisions

  • You can pick the strategies that resonate with you

2.  Serve in a sub-advisory role:

  •  Work with investment consultants or committees

  • Fill a specific role with one or more of our investment strategies 

     

  • Core Growth

  • Conservative Growth

  • Growth at a Reasonable Price (GARP)

  • Small Cap Core Growth

  • Concentrated Equity

  • Global Index

  • Equity Income

  • Fixed Income

Summary of Strategies