6724 Thompson Road Syracuse, NY 13211 United States
Our Approach
Role of Asset Classes
Investment success results from strategy that matches a client’s objectives, and discipline along the way. We believe that portfolio construction is never “one size fits all”; experience has shown that clients can achieve objectives in many ways, with differing asset allocations. .
Risk Management Approach
There are many forms of risk within a portfolio, and each can affect a client in multiple ways. We monitor risks and help our clients make better, more informed decisions based on a broad understanding of the many different ways to measure and view risks and impacts. .
Investment Policy Statement
As much as an investment policy is about the investment, it is also about governance and mission. A strong investment policy statement can provide continuity and stability to an organization by defining the roles and responsibilities of all parties involved. .
Collaborative Investment Process
Our investment process is built around collaboration, both internally and externally, using an approach that incorporates our client’s objectives and constraints. Our consultants are a part of our investment committees and research teams, and we have built a process that marries our firm’s views with what is appropriate for each client. .
Strategic Shifts
Our clients know that when we recommend a strategic portfolio shift, we do so with their best interests in mind. Excess portfolio activity is counterproductive, yet world markets offer changing opportunities. This is why we believe in a balance of opportunity with stability, and recommend well-thought strategic portfolio shifts. .
Manager Research and Selection
Our specific client base allows us to focus only on the type of investment managers that are suitable for our clients, higher, quality managers within the broader universe. With $27.2 billion in assets, we also have access to both large, distinguished managers and niche, developing firms. .
