Public Investment Advisory
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We understand the many challenges facing government fiduciaries as they work tirelessly to fulfill their growing obligations to retirees while dealing with the difficulties of funding maturing pension plans.
We believe this calls for more than a conventional portfolio mix of stocks and bonds, requiring an infusion of higher-yielding alternative investments. Our dedicated advisors work closely with you to build enduring and innovative investment programs tailored to support your unique financial goals and constraints.
Our research capabilities, including over 20 experts in alternative assets, signify one of the most considerable commitments in the industry. We provide comprehensive asset/liability studies, ongoing monitoring of plan performance, and thorough reviews of investment managers. We also offer discretionary OCIO solutions.
70+
Public fund clients
$775B
Total assets under advisement
Additional Information
We provide investment policy design, asset allocation, performance evaluation, and governance assistance to help you meet regulatory and fiduciary standards.
We tailor investment plans using a combination of conventional and alternative strategies and focus on long-term sustainability backed by data-driven insights.
Our private ownership model puts your interests first. We provide thorough reporting, open communication, and consistent partnership.