OUR CLIENTS
We are privileged to work with an inspiring group of individuals, families, nonprofits, charities, institutions and financial intermediaries worldwide.
For the past 10 years, our client-retention rate has been 98%. We think this reflects the long-term relationships we strive to build with clients.
Our mission is to make a material and positive difference in the lives of our clients.
WHO WE ARE
We have been private and independent since 1998. Our 900+ colleagues strive to raise the future for our clients and communities.
WHAT WE DO
We strive to deliver compelling investment results, thoughtful strategic advice and the highest level of service to each client.