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
Consulting
- 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.
