Proactive Approach to Research and Manager Selection

  • Utilization of proprietary internal research as well as a variety of independent research resources
  • Proactive investment analysis with ongoing manager and fund reviews
  • Tax sensitive strategies and portfolio construction, aimed at opportunistically reducing taxes and increasing total, after-tax net return
  • Access to a wide variety of mutual funds, exchange-traded funds, stocks, bonds, options, certificates of deposit, etc.
  • Access to closed funds with lower institutional pricing