Institutional

Investment management

Discretionary portfolio management built on evidence, executed with discipline and measured against the plan. As fee-only fiduciaries, we are compensated exclusively by our clients: no commissions and no proprietary products.

How we manage

Evidence-based portfolios

Globally diversified portfolios built on evidence, not forecasts, with positions sized for the role each asset plays in the plan.

Tax-aware management

Coordinated loss harvesting, asset location and withdrawal sequencing that quietly compounds after-tax returns across the mandate.

Disciplined rebalancing

Written rebalancing rules applied without emotion, so the portfolio stays aligned to its mandate through market cycles.

Institutional-quality reporting

Clear quarterly measurement against the plan, not the market, with documentation formatted for trustee files, audits and review.

Mandates we serve

Discretionary management of institutional and trust portfolios
Pooled arrangements introduced by professional intermediaries
Endowment and foundation style mandates
Concentration risk reduction for concentrated share positions

Start the conversation

Tell us about the mandate and its constraints. A partner will respond within one business day.