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.

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.

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.

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.

Perspectives

Taxable Bond

How the Fed Affects Different Parts of the Yield Curve

How much of the yield curve does the Fed really control? Discover the factors that influence bond yields and why different maturities behave differently.

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Domestic Equity

Building Durable Growth Through Discipline and Research

As investors look beyond the largest companies for growth opportunities, small and mid cap equities continue to offer a broad and dynamic investment landscape. Joe Craigen discusses the team’s long-term, bottom-up approach to investing and thoughtful risk management across market cycles.

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Macro

Picks and Shovels for the AI Era

As AI spending races toward nearly $1 trillion annually, the most reliable winners may be the suppliers building the infrastructure, not the companies betting on AI's future revenues.

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Taxable Bond

Taxable Bond Snapshot May 2026

Rates sold off while most risk assets rallied as the US and Iran inched closer to reaching a deal and extending the ceasefire in the Middle East. Economic data and robust corporate earnings growth also provided support.

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Municipal Bond

Municipal Bond Snapshot May 2026

Municipals delivered modest gains in May, overcoming broader rate market volatility and near-record supply.

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Wealth Insights

The Importance of Tax Planning

Thoughtful tax planning can help reduce surprises and improve outcomes. Explore key strategies for retirees, investors, and families.

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