Our investment services team is committed to addressing the needs of individual clients. The team is staffed by knowledgeable and experienced investment professionals whose primary function is to communicate the firm’s investment philosophy, process and portfolio strategies.
These Investment Services Directors participate in regular investment team meetings. They have access to all corporate and sector research and have an ongoing dialogue with investment team members. In addition they participate in the monitoring of portfolios and are involved in the portfolio compliance process.
This group’s efforts are conducted as a team to ensure availability for meetings and provide support for other client needs. Portfolio reviews are arranged at regular intervals and at the request of clients.