Actively managed portfolios that are diversified across and within asset classes and seek solid long-term returns with modified volatility. While broad exposure to public markets generally characterizes all managed portfolios, private investments may also be included, subject to suitability.

Focus on low fund expense, maximization of return per unit of risk taken, and tax efficiency. Pursuit of enhanced after-tax returns may be supported by direct indexing and/or portfolio overlay strategies, including long/short extensions.

A common embrace with clients of the investment mission, including ongoing understanding of risk elements and return drivers

Openness and sense of partnership with clients that supports decision making, assures appropriateness of portfolio positioning, and adds to comfort levels over varying market conditions