FOCUSED ON ACTIVE FIXED INCOME SOLUTIONS

We’re dedicated to providing solutions that assist our clients in meeting their long-term investment goals. Our strategic partnerships include some of the largest corporations, public pensions, foundations and endowments in the U.S.

Purpose

Make a positive difference for our clients, our team and our communities.

Process

Diverse voices and experiences add to a unique team-based approach.

Philosophy

Investment style that strives to exploit market inefficiencies to achieve client goals.

Insights

Macro outlook for more informed institutional investing.

ASSETS UNDER MANAGEMENT

Consistently growing by cultivating strategic partnerships.

5 53 89 107 381 615 675 1,016 1,079 1,422 1,769 1,998 2,464 2,616 3,677 3,910 4,681 5,774 6,333 8,140 8,154
91 93 95 97 99 01 03 05 07 09 10 11 12 13 14 15 16 17 18 19 20
Assets Under Management (USD Millions as of March 31, 2020)

FAST FACTS

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Years

Investment Team’s average years of work experience.

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Percent

Employee and Founder Owned. Ownership aligns business and client interests.

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Years

Average client tenure. Clients stay with us and grow with us.

Our Values

A firm POISED for the future.

Our Values