Asset Management

As an institutional asset manager, our internal investment teams actively manage fixed income and equity, and allocate to top-tier alternative managers for clients.

Our investment solutions begin with an understanding of the business challenges and opportunities faced by our clients. We leverage our unique Objectives-Based Asset Allocation®, our proprietary our IMPACT Portfolio AnalysisSM, and our suite of portfolio services to craft customized portfolios.

Our investment team thoroughly analyzes all investment opportunities ensuring that none are undertaken without full understanding of the risks, their effects on the portfolio, and their effects on the client's broader goals and objectives. Our goal is to deliver risk-managed investment results designed to meet our clients’ business objectives through many different market environments.