Investment Management

Always in your best interest.

We actively manage your assets from a “total portfolio” perspective incorporating your needs for liquidity, tax exposures, risk tolerance, family goals and outside personal/business interests.

  • Clearly Defined Investment Process
    Customized portfolios are built using our best investment ideas, relying on in-depth research by our analysts


    • Emphasis on long-term, risk-adjusted total return
    • Management and control of risk
    • Preservation of capital
    • Invest according to fundamental, intrinsic value
    • Collaborative team approach for vetting best ideas


    • Identify attractive secular trends and themes
    • Minimize volatility by diversifying portfolios
    • Actively pursue inefficiently priced stocks and bonds
    • Multi-cap investment style
    • Appropriately use cash and fixed income
    • Rigorous sell discipline; protect downside
    • Selectively use exchange-traded funds & mutual funds
  • Broad Investment Platform
    Our comprehensive approach to asset allocation helps generate attractive risk-adjusted returns over the long term while capitalizing on short- to mid-term opportunities by overweighting/underweighting individual securities, industry sectors or geographic regions. Clients benefit from our flexible and objective approach to portfolio construction and global diversification with access to a broad range of investment strategies across a variety of combinations of individual securities, specialized mutual funds and sector ETFs.

    Areas of Emphasis

    Strategic Asset Allocation

    • Long-term, patient, risk-adjusted returns
    • Global diversification across risk factors and market exposures

    Tactical Asset Allocation

    • Short/medium term opportunities for overweight/underweight of securities, sectors or regions

    Instrument Selection

    • Flexible and objective approach to investing in the “best fit” instruments, securities, funds or ETFs

    Opportinity Set

    Passive versus Active

    • Active where opportunities for alpha exists (net of fees, taxes, and risk considerations)
    • Passive where conserving fees and trading costs is optimal yet the beta and diversification opportunity fit portfolio

    Internal versus External

    • Internally managed strategies ideally suited as core holdings
    • External managers, funds or ETFs add exposure to global and/or less liquid asset classes

    Risk Management: Total Portfolio View

    • Integration of client business/personal assets with regard to market (beta) risks, interest rate risks, sector specific concentrations, and liquidity/cash flow needs
  • Internal Equities Strategies
    Each strategy typically holds 35-60 stocks complemented by ETFs or niche mutual funds where appropriate

    Core Equity

    • Growth and preservation of capital by investing in global equity securities
    • Large-cap style identifying undervalued quality companies with sustainable growth prospects

    Equity Income

    • Prioritizes dividend sustainability, growth potential, and yield among global equities
    • Above-average current income with lower volatility than the benchmark

    Sustainable and Responsible Investing (SRI)

    • Competitive financial returns as well as positive impact in the community and environment
    • Environmental, social, and corporate governance (ESG) factor research combined with traditional equity analysis
  • Internal Fixed Income Strategies
    Active management of quality individual bonds complemented by specialized mutual funds/ETFs as appropriate.


    Core Fixed Income

    • Preservation and gradual growth of capital focusing on stable, intermediate-term bonds
    • Average portfolio credit quality of A; may hold allocations to funds/ETFs as opportunities arise; duration target +/- 1 year of benchmark

    Core Plus Fixed Income

    • Moderate growth of capital and greater income generation by adding higher yielding securities to complement core holdings
    • Average portfolio credit quality is investment grade but will have some lower-rated holdings; may hold allocations to funds/ETFs as opportunities arise; duration target +/- 1 year of benchmark

    Sustainable and Responsible Investing (SRI) Fixed Income

    • Preservation and gradual growth of capital by investing in stable, high quality taxable and/or tax-exempt bonds that also meet ESG criteria
    • Environmental, social and governance (ESG) factor research combined with traditional fixed income analysis; may hold allocations to funds/ETFs as opportunities arise; duration target +/- 1 year of benchmark


Get in touch

For more information about our Investment Management services, call:

844-251-0099 Email Us Find My Local Wealth Management Office

Conference Call Recording

Jennifer Pline, CFA, Head of Wealth Management; David Lynch, CFA, Chief Investment Officer; and David Strachan, Director of Relationship Management, together with our equity, fixed income and economic experts, share their current thinking on COVID-19 impact on the economy and financial markets and more.


Investment Management Team

A highly talented and experienced investment team with an average of 19 years of industry experience constructs customized portfolios based on clients' unique goals.

Meet the Team

Investment Services for Nonprofits

Skilled partners to many area nonprofits, providing expert guidance and strategic solutions for each organization’s complex challenges, and offer specialty services customized for their needs.

  • Endowment Management
  • Investment Management