As an independent firm, there are no constraints on our investment management. As fiduciaries, our primary concern is determining the most appropriate securities for your investment portfolio.
Our research indicates both passive (index-based) investing and active management have merits. We analyze each asset class independently to determine which approach is most advantageous, then utilize screening techniques to identify the most attractive securities.
The publicly traded opportunity set is enormous. As of 2021, global fixed income markets exceeded $120 trillion and global equity markets exceed $100 trillion. The United States represents just over half of the global equity market.