Disciplined, fundamental research is the foundation of our approach to wealth management.

Drawing on the firm’s highly regarded internal research capabilities, we work to identify superior investment ideas for our clients. Our internal research is complemented by an open-architecture platform designed to give clients access to a broad range of asset classes and leading managers throughout the industry.

Whether researching a specific company or evaluating an external investment manager, our bottom-up research process involves:

  • Extensive meetings with management and key industry contacts
  • Detailed financial analysis and quantitative screening
  • Ongoing due diligence