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Results. Our experience and judgment
creating customized portfolios for
families, endowments, and
foundations has led to superior
long-term investment results.

Intensity. We pursue
your goals with a
single-minded focus.

Transparency. We are a proudly independent
firm—employees own the
majority of the company
and we believe deeply in
putting clients' interests first.

Creativity. We believe great
opportunities often lie
outside conventional
thinking.

Building global multi-asset class portfolios

FIRM AT A GLANCE  |  CORPORATE BROCHURE