Your Partner in Investment Management
Our investment management professionals offer insights and guidance to help you make confident, focused investment decisions. Our approach to investment management puts your goals first, and our recommendations are disciplined and highly personalized.
- A global investment platform, delivered locally
After considering your personalized objectives, a customized investment plan will be created for you that leverages appropriate selections from our dynamic platform of managers, funds and individual securities. Read about how we select and monitor investment managers.
- A disciplined investment process, tailored advice
We collaborate with you to tailor our ideas and resources to your specific goals and requirements.
- A fiduciary mindset, intelligently opportunistic
Our legacy of serving in a fiduciary capacity is built on more than 100 years of putting our clients first. Our goal is to provide you with the best of both worlds — a mindset forged through decades of honoring the trust and confidence that has been placed in us, combined with the ability to act quickly and opportunistically.
Specialty Asset Management
Our Specialty Asset Management group is dedicated to the unique needs of non-financial specialized investments:
- Farm, ranch and timber properties
- Oil, gas and mineral assets
- Commercial and residential real estate
- Closely-held corporation and partnership assets
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