Investing for a Changing World

Today’s changes are tomorrow’s opportunities

We constantly monitor the global investment landscape and deliver our unique perspective directly to you.

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Investment solutions designed to meet your specific goals

Individual Investors

Management services for individual investors looking for Separately Managed Accounts or Mutual Funds

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Institutional Investors

Customized investment strategies for organizations, including Endowments, Foundations, Defined Benefit Plans, and Pension Plans

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Financial Advisors

Investment management services for Financial Advisors and Investment Consultants

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Retirement Plan Advisors

Investment management services for Retirement Plan Advisors and Investment Consultants

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Investment insights to guide you through today’s financial realities


2019 Tax & Planning Guides

Our reference guides compile all of the information that you need to know about taxes, Social Security, Medicare, and long-term care planning as you prepare for the year ahead.

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Recent Insights

  • March 20, 2019

    3 Ways to Effectively Use Grandparent-Owned 529 Plans

    Spring can be a busy time of year, especially for families with high-school seniors ready to take the next step to college. In addition to thinking about college acceptance letters, parents (and grandparents) should be thinking about how a 529 account can help pay for college when your child or …
  • March 11, 2019

    The Economic Impact of Immigration

    From Pennsylvania Avenue to Main Street, immigration is a hot topic. It is a multifaceted issue with economic, legal, and political ramifications. But for investors, what have the 28 million immigrants working in the US really meant for the economy and labor markets? Let’s take a look. …
  • March 08, 2019

    Big Tech Meets Big Government

    Big technology has changed our lives: Apple and the iPhone; Google and Gmail; Amazon as the Everything Store; and Facebook and its social kingdom. Over the past few years, the Silicon Valley tech giants have grown to capture an ever-greater part of our lives. As these companies take up more of …
  • March 06, 2019

    When is Grouping Donations a Smart Strategy for Donors?

    We’re commonly asked: Is grouping donations a realistic strategy for small donors or is it a strategy for major donors who can afford to make a donation of several thousand dollars in one tax year? Is there a target annual income level that is likely to be able to use this strategy? The strategy …