Our Firm

We are an independent investment advisor specializing in fixed income, real estate, and equities. We deliver investment solutions tailored to meet the needs of Taft-Hartley funds, foundations and endowments, religious organizations, public entities, corporations, insurance companies, and advisory channel clients. 

Our fixed income investment strategies range from short-term to liability-driven investing and high-quality to high yield. Our real estate strategies are derived from our specialized capabilities in acquiring and managing real estate leased to the US General Services Administration (GSA), which houses key federal agencies nationwide. Our equity capabilities are focused on domestic and dollar-denominated international large-capitalization, income-oriented strategies. 

We offer separately managed accounts,mutual funds, sub-advisory services, and bespoke solutions.