The Strategy Committee, composed of senior leadership, sets the firm’s investment views relative to asset allocation.

Utilizing a wide lens, the committee identifies and evaluates opportunities and risks on a global scale across asset classes. With a focus on fundamental investing, the goal is to source the highest quality, most liquid, cost-effective ways to express our views.  The committee maintains views and examines relative value across asset classes, geographies, sectors and styles.

The Investment Committee, composed of a broader set of the firm’s investment professionals, is responsible for identifying investment managers and products across all asset classes and strategies.

Based on a selective approach and time-tested screening process, managers are selected for their investment acumen, specialization, performance history, and operational integrity.

Our legacy is rooted in the firm's investment capabilities. Investment professionalism, informed by accumulated wisdom, extensive experience and ability to navigate market dynamics, is at our foundation.

Our expertise and investment perspectives cut across the entire spectrum of asset classes:

Fixed Income

  • Tax-Sensitive Fixed Income
  • Opportunistic Fixed Income


  • U.S. Equities
  • Global Equities

Alternative Investments

  • Hedge Funds
  • Private Equity
  • Private Credit
  • Real Estate