We oversee and manage capital for individuals, families and institutions. We are typically responsible for investment strategy, asset allocation, and portfolio construction for a globally diversified investment portfolio. For many clients, we also contribute significantly to other aspects of financial strategy, such as managing and diversifying concentrated public stock positions, wealth transfer and philanthropic strategies, and similar matters.

Our Portfolio Management practice is responsible for establishing investment objectives and guidelines for each client, then selecting a portfolio of investment managers appropriate to achieve those objectives. Portfolios are managed dynamically, incorporating the Firm's current perspective on capital markets opportunities and risk management as well as continually re-evaluating all investment managers. This group of senior professionals also works closely with teams of associates and analysts on monitoring and reporting client investment performance.