Experienced ETF Sub-Advisory and Portfolio Management Team

Index Fund Management

Our investment management team has decades of experience managing index-based strategies in a variety of structures. We have worked with many of the major index providers in the ETF industry on standard and customized benchmarks. We believe that optimal implementation extends beyond portfolio management and includes thoughtful trade execution, with priority on the following:

We have the technology and experience to successfully implement tax advantaged strategies within benchmark and regulatory guidelines across multiple asset classes; improving client after-tax returns in taxable vehicles.