Our Firm owns a broad range of investment skills, expertise, and experience.

Four members of our investment team hold the CFA designation (“ CFA” stands for “Chartered Financial Analyst” – the highest professional designation that an investment professional can earn).

Our investment skills and core competencies include:

  • Investment policy development
  • Capital markets valuation
  • Asset allocation
  • Security analysis and valuation
  • Fixed income portfolio management
  • Equity portfolio management

We use our skills, expertise, and experience to help clients define and implement investment policies that meet their unique investment goals and objectives at appropriate risk levels. We provide ongoing portfolio management of client assets to carry out our clients’ investment policies.