Equities: Our platform includes U.S. large cap and small cap, in addition to the stock of companies in emerging and developed international economies.

Fixed income: Our offerings comprise corporate, municipal, and government bonds.

Cash/liquidity management: We oversee cash flows, optimize short-term financing, and provide enhanced cash strategies for short-term liquidity solutions.

Private markets: Private markets do not move in lockstep with traditional publicly traded asset classes, offering rarified exposure and the potential for higher and more diverse return streams across equity, real estate, debt, or niche strategies (for qualified investors only{{wt-d32*}}).

Other alternative investments: Hedge funds{{wt-d29*}} or real asset managers may present the ability to protect against volatility and serve as an inflation buffer.

Active/passive: We opt for active when there is sufficient conviction returns will exceed incremental costs; if not, we generally opt for lower-cost passive funds that track a benchmark.

Sustainable investing, ESG, and socially responsible solutions: Our solutions seek to align client portfolios with institutional values.{{wt-d26*}}

Direct or custom indexing: These tailored approaches are designed to meet specific client goals and objectives.