Professionally-Managed Investment Strategies Built for and Aligned With Our Clients

We leverage the benefits of our deep and experienced multi-asset investment team to glean unique insights into the companies and markets in which we invest. Each approach we offer is structured with a high degree of accountability to designated portfolio managers, promoting decisive and responsive portfolio-level decision making.

Each of our investment strategies adheres to the core elements of our investment philosophy, taking a long-term, research-based, and risk-aware approach.

Equity Strategies

Our strategies exhibit low turnover, are concentrated in their construction, and benefit from our firm’s extensive, risk-aware research process. Each portfolio consists of 25-55 individual securities, and each is actively managed to deliver on its specific mandate.

Multi-Cap Equity

A concentrated, go-anywhere domestic equity portfolio.

Equity Income Strategy

An actively-managed, dividend power-focused domestic equity portfolio.

Fixed Income Strategies

Our portfolio offerings span both taxable and municipal bond markets. Actively managed and research-based, our portfolios are tailored to individual client preferences and mandates to provide capital preservation and income.

Multi-Asset Offerings

Diversified, actively-managed solutions leveraging our team’s risk awareness across equity and fixed income markets, customizable to client objectives, risk tolerances, and other considerations.

Bison Strategies