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 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 89 381 675 1,079 1,998 3,910 4,681 5,774 6,333 8,140 10,068 11,662 9,930 10,786 10,689
91 95 99 03 07 11 15 16 17 18 19 20 21 22 23 24
Assets Under Management (USD Millions as of June 30, 2024)

FAST FACTS

21
Years

Investment Team’s average years of work experience.

100
Percent

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

12
Years

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

Our Values

A firm POISED for the future.

Our Values