Active Investment Management for

Advisors and Consultants

Providing outstanding solutions and service to you and your client-base with a transparent and accessible team.

Seek More Than A Product

Partner with a team experienced in working directly with Advisors and Consultants.

Our relationship-based approach helps solve problems you face when navigating the market on behalf of your clients. Our team listens to your needs and takes this into consideration before recommending a solution. Our ability to customize any of our active investment solutions helps fill those needs, while providing a consistent and disciplined investment approach that fits your needs and objectives.

Meet James Sindelar, Vice President & Director of Business Development | 3:02

Gain Transparency

When your next quarterly meeting arrives, you’ll already know how your portfolio is performing, and how it is positioned going forward.

Experience Accessibility

Our team is your team, and we’re always available — anytime, anywhere — to offer support and service.

Create Flexibility

We provide the flexibility to customize our portfolios to take advantage of your client’s unique goals.

Stay Disciplined

Access focused and active investment strategies that follow disciplined and repeatable processes with an emphasis on risk management.

Feel Confident Working with a Responsive and Accessible Portfolio Management Team

You are a priority.

When you have a question, you deserve a timely response. Markets are variable, service should be consistent. Our experienced institutional service team and portfolio managers are always accessible and provide a valuable voice when communicating with boards, investment committees, and stakeholders.