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We work closely with our institutional clients to develop guidelines that understand their business and investment goals and to define solutions to meet those objectives.
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Our client-focused approach is the true value behind our institutional service offering. As an employee-owned firm, we can appreciate the intricacies of balancing organizational needs and with community leadership. Through our experience with working with institutional investors, as well as through our own various social leadership roles, we understand the fiduciary responsibility of an institutional investor. To help our institutional clients achieve success, we believe client service and communication is paramount. We work closely with our clients to design an investment policy statement that seeks to achieve their desired objectives, and execute investment strategies that suit cash flow and growth needs that often change over time. At all times our institutional clients have a direct line of communication with a dedicated portfolio manager. It is this client-focused approach that we believe creates successful, long-lasting relationships built upon trust and integrity. Our flagship, domestic, large-cap growth equity strategy offers institutional investors a long-term track record with over 10-Year GIPS compliance verification. The strategy is crafted upon a proprietary process, which combines quantitative screens with fundamental equity research analysis, at the direction of a portfolio management team. Our current representative institutional client list includes:
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