Investment Strategies

  • Domestic Equity

    We develop a deep understanding of the companies in which we invest through disciplined and intensive fundamental research. Our focus is on finding well-managed, quality companies, which are resilient.

    About Domestic Equity
  • Global Equity

    We take advantage of market inefficiencies to find quality growth companies that may be undervalued, underappreciated, or under-researched. Our rigorous, bottom-up process focuses on a company’s upside potential and downside risk.

    About Global Equity
  • Taxable Bond

    Our multi-sector approach aims to take advantage of the relative valuation among distinct bond sectors and the increased opportunities to generate income and capital appreciation. We build diversified, yield-advantaged portfolios that generate steady, incremental income and provide downside risk protection.

    About Taxable Bond
  • Municipal Bond

    We combine a rigorous, research intensive, credit selection process with active management. Our goal is to take advantage of market inefficiencies and find opportunities across the yield curve to protect and grow principal and income.

    About Municipal Bond

Latest
Updates

Boston Business Journal – Dan Fasciano Quoted

Firm-wide | Press Mention

Direct of Private Wealth Management, Dan Fasciano was quoted in a Boston Business Journal article, entitled, “Wealth is moving out of Mass. — but not as fast as some nearby states.”  

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Fortune – Bill Sterling Quoted

Firm-wide | Press Mention

Global Strategist, William Sterling, Ph.D. was quoted in a Fortune article, entitled, “A Nobel winner’s famous metric says stocks are way overpriced. Should you be worried?”  

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MarketWatch – Aaron Clark Quoted

Domestic Equity | Press Mention

Aaron C. Clark, CFA was quoted in a MarketWatch article, entitled, “Is the August stock-market volatility behind us? This key indicator says not yet.”

Read Article

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