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.

See what insights we have for you

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

  • February 21, 2019

    Your Questions, Answered

    2018 was far more volatile than recent years, but we continue to remain focused on monitoring risks and identifying new investing opportunities. We asked members of our Research team about some of the trends we’re seeing and got some answers to the questions we are hearing most frequently from …
  • February 15, 2019

    First Quarter 2019 International Perspective

    Quarterly Market Review International equities experienced meaningful declines during the fourth quarter as the sharp sell-off experienced in US financial markets spilled over into the global sphere. Developed markets were hit particularly hard, shedding more than 13% during the quarter. …
  • February 14, 2019

    Webinar: Important Tax, Savings, and Benefit Updates for 2019

    Every new year seems to bring changes to tax laws, Social Security benefits, healthcare, and more. 2018 in particular ushered in significant changes under the Tax Cuts and Jobs Act. In many cases, some of this information can be difficult to locate or understand which can make …
  • February 08, 2019

    Webinar: 2019 Outlook for Non-Profits

    After a year filled with uncertainty surrounding tax reform and market volatility, in addition to ever-evolving donor behaviors, non-profits are eager to take what they’ve learned in 2018 and take on another year of doing good. In our 2019 Outlook for Non-Profits, we discuss …