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.

Investment Services:

  1. Custom portfolio management: develop the investment policy statement (IPS), asset allocation, and execute the strategy.

  2. Allocation: manage an equity or fixed income allocation of the portfolio.

  3. 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.

Investment Strategies:

  • 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.