SEC Registered Investment
Advisor
Portfolio management for individuals,
institutions, corporations, 401k plans, pension funds, endowments, and
foundations.
Unique level of expertise and
skills:
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Principals have managed over $11 billion cumulatively
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Over $1 billion in assets under management
Leaders in institutional fixed-income
portfolio management:
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Banks
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Foundations
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Workers Compensation Trusts
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Employee Benefits
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Corporations
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Public Funds
Unique equity management platform:
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Core/value/opportunistic components
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Proprietary mutual fund complex
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Multiple manager structure
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Principal protected structured equities program
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Tactical asset allocation overlay
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Time-honored investment philosophy
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Structured investment approach
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Personalized services
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Proven performance