Research & Portfolio Advisory Services

Portfolio Architecture & Design

  • Global portfolios that help meet clients' specific investment objectives, with both traditional and innovative alternative investment options
  • Access to a broader range of investment choices than many traditional wealth managers
  • Careful balance of low-cost passive investments and established active teams

Investment Evaluation

  • We access the entire available universe of 30,000+ investment options
  • Team comprised of deep experience/knowledge evaluating independent strategies, individual equities and fixed income


  • Side by side consulting experience with advisors as well as clients
  • Advice rooted in empirical study

Our Team

CSP Separate Accounts

Our Investment Philosophy

  • Markets are inefficient in the short term, creating opportunities for the disciplined, long-term investor.
  • Fundamental research identifies opportunities to capitalize on and to manage risk.
  • Tax efficiency is an important component of our investment decision-making process.

Equity Strategies

  • Dividend Value Strategy's objective is to produce an attractive long-term total rate of return with less risk, by investing in companies with above-market and growing dividend yields.
  • All Cap Core Strategy seeks to provide a diversified portfolio with a long-term growth objective.
  • Customized strategies include incorporation of client directed objectives such as managing concentrated holdings and gifting.

Fixed Income Strategies

  • CSP Ultra Short High Quality Bond Strategy seeks to provide preservation of capital to meet short term income needs.
  • Core Fixed Income Strategy seeks to provide long term total return in high quality bonds.
  • Municipal Income Strategy including state specific solutions seeks to provide total return in high quality municipal securities.

CSP Separate Accounts Team