Specialized Service.

Enduring Partnerships.


When clients work with us, they are connected to our entire team of experienced client service professionals and investors – the ones who are making the decisions. Our client responsiveness and proactive outreach are our hallmarks, and have been since the very beginning.


Dedicated Client Service Professionals
Consultant Relationships

Our Client Partnership.

Our client relationships are paramount, and our commitment to fostering these connections is resolute. Together, our team of client service professionals works with our clients to define their investment goals and create strategies for achieving them.
Direct access to our client and investment professionals.
Experienced and long-tenured client team.
Integrated client service and investment teams.
Customized portfolios that address clients’ investment objectives, tax sensitivities, and risk profiles.

Our Clients.

Our well-diversified client base – and its tenure – has grown over our 35+ year history.
Assets By Client Type
“Our clients always come first. Our collaborative and inclusive culture revolves around this ethos. Every day, we work to earn our clients' trust and exceed their expectations."
Erinn King, CFA, Chief Strategy Officer, Co-Head of Client Team

Contact our Client Team for more information.

Data provided as of January 2, 2024
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