We believe this calls for more than a conventional portfolio mix of stocks and bonds, requiring an infusion of higher-yielding alternative investments. Our dedicated advisors work closely with you to build enduring and innovative investment programs tailored to support your unique financial goals and constraints. Our research capabilities, including over 25 experts in alternative assets, signify one of the most considerable commitments in the industry. We provide comprehensive asset/liability studies, ongoing monitoring of plan performance, and thorough reviews of investment managers. We also offer discretionary OCIO solutions.
74
Public fund clients
$780B
Total assets under advisement
Our private ownership structure enables us to put your interests first, while providing you with the highest levels of service and transparency.
Meet Our Team
We help public funds navigate today’s complex markets to deliver on their retirement promise for employees, by aiming to grow assets in excess of actuarial assumptions.
Kevin Leonard
Partner and Leader of the Public Funds practice
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