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Investment Philosophy

We carefully select experienced investment managers with best-in-class business standards that follow disciplined investment processes in seeking to achieve consistent long-term investment performance. Our Subadvisers deliver distinct investment strategies across each relevant asset class, providing not only diversification of style but of investment philosophy and process.

We believe:

  • Adhering to a highly disciplined investment process results in consistent returns over the long-term.
  • Using proprietary fundamental research and analysis leads to superior security selection.
  • Protecting principal through careful portfolio risk management is critical to successful long-term wealth building.
  • Retaining specialist subadvisers for specific investment disciplines increases the likelihood of investment success.

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