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Finding opportunities. Managing risk.

We manage investments with a disciplined, research-driven process, expertise and a sharp focus on client goals. We draw on time-tested principles to deliver value and an exceptional client experience.

Capitalizing on market inefficiencies

We use expertise and fundamental research to uncover the opportunities that market inefficiencies create.

Providing a range of investments

We manage investments in real estate securities, dividend paying strategies, specialty assets, privately-placed and publicly-offered fixed income investments and more. We’re much more than a fixed income asset manager.

Aligning with client goals

Every client’s goals and risk/return requirements are different, a principle that guides us in customizing portfolios to meet each client’s objectives. No two client portfolios are treated the same.

Continuously monitoring and adjusting

We use fundamental research to select investments and to justify keeping them. We’re as rigorous about retaining investments are we are about choosing them.

Mutual funds and variable insurance investments

We also manage mutual funds and provide investment choices in variable insurance products and retirement accounts.

Learn more about our fund options