Portfolio Manager

Your Portfolio Manager (PM) will monitor your portfolio and implement the asset allocation model as customized by your needs and goals. They will apply the firm’s strategy, determined by the Investment Policy Committee, and adjust your portfolio accordingly.

Research Team

Your research team searches for money managers with proven, replicable investment strategies. These managers are selected using a process designed to reduce risks, lower costs and enhance returns. Managers are systematically reevaluated against their peers to ensure quality.