Strategies & Capabilities

Total Portfolio Solutions

Practitioner’s perspective, precise implementation: Understanding and addressing complex investment challenges is our expertise.


Our Expertise



True Open Architecture


Alternatives Expertise


Coordination of Multiple Plans


ESG Integration


Oversight of Service Providers


Robust, Comprehensive Reporting


Direct Access to Investment Professionals


We’ve designed our team structure to create a direct line of communication between you and your investment professionals. Each client team is headed by two seasoned investment professionals:

Client Executive

Serves as your primary day-to-day contact and ensures that your specific goals and objectives are at the center of all decisions made throughout our investment governance model.

Investment Strategist

Works closely with you to design and update a strategic asset allocation and de-risking framework that is flexible, prudent, and effective.

Contact Us

To learn more about our team and governance structures,

Email the Team


Our Latest Thinking