Institutional Investment Services & Strategies
We manage assets for institutions, including: banks, investment advisors, trust companies, corporations, non-profits/endowments, and pensions. We partner with many banks and other advisors that hire us to manage custom-built portfolios with individual securities or manage an equity or fixed income allocation in a portfolio. Our independence enables us to partner with any institution and work on any platform. We utilize technology around trading and record keeping enabling seamless interaction.
Custom portfolio management: develop the investment policy statement (IPS), asset allocation, and execute the strategy.
Allocation: manage an equity or fixed income allocation of the portfolio.
- Investment Consulting: provide consulting for HNW investors, large corporate pension plans, and other institutions, including: guidance around asset allocation, private placements, security selection, and performance review.
Global core individual equities: growth-focused strategy
US core individual equities: growth-focused strategy
Global dividend-focused individual equities: growth and income-focused strategy
US dividend-focused individual equities: growth and income-focused strategy
All-Asset: asset class agnostic absolute return strategy
Municipal bond: tax-free income, conservative strategy
Corporate bond: income-focused strategy
Global equity mutual funds: growth-focused strategy
US equity mutual funds: growth-focused strategy
Global fixed income mutual funds: income-focused strategy
US fixed income mutual funds: income-focused strategy
- Palisades Fund: absolute return, performance-only, private partnership
Most of the strategies above can be offered as a passive or active strategy. Our portfolio turnover is generally between 10-15%.
Since inception in 2003, we have retained 95% of our clients.