Targeting transformational outcomes.
We scour the globe for the investment strategies and opportunities that are best suited for each client. No portfolio or plan comes "off the shelf", and we’re never biased by quotas or commissions. Our bias is for innovation. Decades of experience and success provethat’s the only way to achieve the transformative outcomes our clients dream of and deserve.
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$1B
Under management
disclosure 1 -
$400 M
Own money invested
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$22B
Assets under-administration assets
disclosure 3
Open-minded and meticulous
We find the best ideas by looking in all directions. We’re tuned into the industry and integrated across all our offices and services. For impact investing, we even source ideas from our clients.
We can afford to think outside the box because we leave nothing to chance. We thoroughly vet every investment we learn of and each independent money manager we work with.
An integrated service ecosystem
Few firms our size have our breadth of services. None have our passion for ideas and prejudice for sharing them across the organization so that everyone succeeds together.
Value-driven and client-aligned
Scrutiny and ingenuity are part of our nature, as well as necessary to our goal of maximizing value in all the ways our clients define it. These are unique for everyone, but our high-touch engagement style and highly integrated services enable us to cater.
Our engagements thrive because we’re 100% objective and aligned with our clients. In fact, our advisors have invested more than $1B of their own funds right alonside them.
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