Investment solutions designed for growth, built for resilience

• Outsourced Investment
  Management

  Based upon the guiding principle of diversification and customized to meet your long-term investment objectives.

  These portfolio strategies aim to generate a more consistent return over time by holding a variety of noncorrelated investments that creates a counterbalance between the lesser performance of one with better performance from another.

• Short-Term
  Fixed Income

  Designed to meet your specific recurring and expected liquidity needs by delivering competitive and consistent performance over time.

  With a conservative approach, we actively focus on the front end of the yield curve to preserve principal and prudently augment your unit of return with the least amount of risk. Our patient and disciplined process allows us to find market opportunities that align with our selection criteria and economic outlook to increase your overall performance outcome.

• Intermediate
  Fixed Income

  Built with slightly longer duration, intended to bring in higher returns while preserving principal for your 3-to-5-year goals. 

  As a balanced strategy, we target the mid-range of the yield curve to safeguard capital and achieve high returns with strategically moderate risk. Our methodical approach enables us to identify market opportunities that match our selection criteria and economic perspective, working to increase your overall performance outcome.