The resources of our nearly $6 billion firm grant you access to institutional funds not available to the average investor. Institutional money managers must pass stringent selection criteria and an arduous vetting process by our Investment Committee to be considered for inclusion in our investment strategies. Among other things, these fund managers must have a proven track record of pure asset class representation, superior trade methodologies, and a profound focus on cost efficiencies. Fund managers are evaluated regularly and must continue to meet and exceed our high standards in order to remain on our platform.
Rigorous Operational Efficiencies
We monitor your portfolio closely. Through systematic rebalancing, specialized tax strategies, income & distribution oversight, and aggressive cost control measures, we provide every advantage possible to protect and grow your wealth.