Sub Advisory

Access Our Expertise Through Partnerships

We have created partnerships with a number of investment companies who want their individual investors to have access to top institutional money managers. Individual investors who may not have access to the account minimums to invest privately with us can access our expertise at much lower minimums, ranging from $5,000 for mutual fund investing to $100,000 or more for separately-managed account programs.

We act as sub-advisor for a number of separately-managed account programs (also known as wrap programs), mutual funds, and one pooled fund wrap program. Each sub-advisory relationship is treated as a direct institutional client, with our investment management customized to meet the needs of program sponsors and their clients.

Our portfolio managers and research teams manage our sub-advisory portfolios. Our client service professionals are also actively involved in the investment process to ensure that program sponsors always receive timely and accurate information.