Our portfolio managers bring expertise, discipline and a wealth of market experience and knowledge to the investment mandates on behalf of our clients. We provide discretionary clients, high net worth individuals, fund companies and wealth management firms with an opportunity to delegate the management of their financial assets to experienced professionals who have the skills and commitment to be trusted with this task. Our investment solutions, including SRI and non-SRI mandates are designed specifically for each client.

Our portfolio managers adhere to a highly personalized approach, focusing their efforts on the following process:

Finding investments and combining them in a mix that matches an investor's long-term objectives and risk preferences is our primary focus. To fulfill this goal, we establish a partnership with our clients and create a high standard of care by responding to their personal needs and objectives.

Some of our key services include:

• Customized investment policy construction
• Risk tolerance mapping
• Asset allocation strategies
• Security selection from a broad spectrum of equity, fixed income, proprietary asset pools, liquidity and alternative investment solutions
• Fulfillment of socially responsible investment (SRI) mandates
• Asset management
• Customized performance reporting
• Portfolio rebalancing
• Investment policy reviews
• Custody services (through Institutional Services)