Proprietary Investment Team

The Proprietary Investment Team brings advanced expertise and years of experience to the management of our internal investment offerings and our clients' portfolios.

The Chartered Financial Analysts® (CFA®) designation is globally recognized and attests to a charterholder's success in a rigorous and comprehensive study program in the field of investment management and research analysis. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNERTM in the U.S.