Your Investment Partner

We Protect and Grow Your Organization's Assets

Our Company

Our team of CFA ® charterholders and seasoned professionals has proudly delivered top-tier investment solutions to public entities for more than two decades. Our unwavering commitment to excellence has been the cornerstone of our long-standing service in the region.

number of clients
9 Billion
assets under management
years of combined experience serving public entities
*as of April 2024

More Than Funding

Our team is nimble and flexible in meeting our client’s needs, and we can adapt quickly when needed.