CUSTOM SOLUTIONS FOR EACH CLIENT’S UNIQUE OBJECTIVES

Our OCIO relationships begin with an understanding of each client’s unique objectives. We then bring our capital markets knowledge, strategic and active asset allocation experience, portfolio construction and risk management skills to deliver customized solutions that address clients’ unique needs. 

The group has an established track record as an investment manager and fiduciary with an emphasis on asset allocation innovation and access to a range of public and private opportunities. Our Models include: Multi-asset allocation with majority of assets maintained in house, Multiple Manager Outsourcing and Single Manager Outsourcing.