A legacy of purpose.
We work every day to do right by our clients, so they can invest confidently toward their financial futures.
Assets Under Management
Clients and Shareholders Served in
Avg. Investment Experience
1Preliminary data as of April 30, 2021. Subject to adjustment.
2Experience for all investment professionals. Data as of March 31, 2021.
3Investment professionals as of December 31, 2020.
All amounts shown in U.S. dollars.
All data as of December 31, 2019, unless otherwise stated.