While our process has three steps, it is informed by four core beliefs: A dedicated portfolio manager is your link to our dynamic investment process; a strong relationship with him or her can make the difference. Investment success is not random. Success requires a comprehensive investment process to help you properly meet your intent and objectives. Our process is globally oriented, and incorporates broad diversification, including alternative strategies. We believe that the best investment advice is unbiased. What does that mean? It means that our portfolio managers have access to a wide array of external, institutional-quality fund managers — and internal resources — and that they are not incented to recommend or utilize any investment over another. In other words, we will only use investments that we believe are most likely to result in meeting your goals. We know that understanding your intent (and what you want your money to do for you) is imperative. Based on the collective efforts of your team, we will gather the information needed to have a thorough understanding of your complete financial picture.
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