As an independent investment management firm, our focus is on delivering lasting value to our clients. We place our fiduciary duty to our clients at the top of our corporate objectives, and we invest the capital you entrust to us with the same care that we invest our own capital.
ASSETS UNDER MANAGEMENT $22.3 BILLION as of September 30, 2020
|Strategy||Assets (MM$)||% of AUM|
|Short Duration Securitized Bond||1,024||4.6|
|All Cap Select||365||1.6|
|Large Cap Concentrated||24||0.1|