Institutional Client Services

To provide personalized value-added service through participation in frequent client meetings and discussions, prompt dissemination of organizational and portfolio information and timely responses to client requests
With our detail oriented approach, we will guide separately managed institutional, high net worth and sub-advised clients from inception and will continue ongoing service throughout the life of the relationship.
We seek to grow the institutional and high net worth business by offering our capabilities through various distribution channels.

Centralized client service team averaging more than 13 years of industry experience
Service separately managed institutional, high net worth and sub-advised clients from point of inception
Rigorous controls are in place to assure quality reporting for each client

"We seek to provide value-added service for the life of a client's relationship with us."

Head of Client Service