Our institutional relationship management team works in true partnership with you as our client, striving to understand your unique needs and objectives. We serve as liaison to your portfolio managers, helping facilitate communication so you understand the philosophy, process and performance of our respective investment strategies.
We also serve as the primary point of contact for the various internal departments that regularly interact with client accounts, including legal/compliance, operations and trading. Responsiveness to your needs and requests is a top priority, as we work to enhance your overall client experience and complement the work of our investment teams.
Dedicated client service professionals as of 9/30/2017
- 3 professionals
- Average 25 years of industry experience, 13 years with the firm
Experienced back office as of 9/30/2017
- 27 professionals
- Average 20 years of experience, 11 years with the firm
Access and transparency to everyone involved with client portfolios
- Investment professionals
- Client Service
- Operations/back office
- Legal and compliance