Why We're
Different
Independent and employee-owned
Our structure as an independent, employee-owned firm enables us to make business decisions that align clients and colleagues toward long-term success, and foster a work environment where colleagues have ownership of their work, contribute to positive client outcomes, and are rewarded for their efforts.
Distinctive investment philosophy and disciplined approach
Our investment philosophy is centered on investing in high quality securities. Our portfolio management teams adhere to systematic, disciplined, and repeatable processes in financial analysis, integrated ESG research, tactical asset allocation, and portfolio construction. Over full market cycles, our strategies have produced a distinct performance pattern, the hallmark of which is downside protection in declining or volatile markets.
Leadership in ESG and impact investing
We have a unique history as a leader within the impact investing industry. We seek to advance sustainable business practices at the companies in which we invest on behalf of clients through a multi-faceted framework and thoughtful, collaborative approach.
