Data tokens on this page

COMMITTED TO OUR CLIENTS

“We serve those who serve others. Whether it’s our clients that run health and welfare funds, or our police and fire funds who make sure that the retirement of the people on the front lines is secure, or our religious clients who are vital to their communities, or our private wealth clients who need to meet their individual goals, we want to have an experienced team that can deliver multiple different strategy solutions.” -Tom Kiley, Chief Executive Officer

COMMITTED TO OUR CLIENTS

“We serve those who serve others. Whether it’s our clients that run health and welfare funds, or our police and fire funds who make sure that the retirement of the people on the front lines is secure, or our religious clients who are vital to their communities, or our private wealth clients who need to meet their individual goals, we want to have an experienced team that can deliver multiple different strategy solutions.” -Tom Kiley, Chief Executive Officer


 

Consistency, Experience, and a Proven Philosophy

We create long-term solutions for clients through consistent implementation of conservative investment approaches that seek to deliver competitive performance over market cycles. We are committed to our clients and to making their needs our highest priority.

Disciplined Equity. Delivering More Consistent Excess Returns.
Fundamental Equity. Risk Focused Investing in Value-oriented Companies
Fixed Income. Providing an Experienced, Conservative Approach.
Multi Asset Strategiy. Tailoring Portfolios to Each Clients' Unique Goals.

OUR VALUE TO INSTITUTIONAL CLIENTS

OUR VALUE TO INTERMEDIARY CLIENTS

OUR VALUE TO PRIVATE WEALTH CLIENTS