Experienced ETF Sub-Advisory and Portfolio Management Team

Services

Our investment management team has spent years with some of the largest asset management firms in the industry, resulting in significant experience with portfolios of various sizes and levels of liquidity. Our tenured personnel are furthered enhanced by sophisticated portfolio management and trading technology and long-term industry relationships to deliver high-quality executions.

Execution capabilities extend across a variety of asset classes, including domestic and international equities, fixed income commodities and currencies. Whether considering individual objectives for a separately managed account or fund performance for ETF account, we produce superior execution, which impacts performance.