Investment Management & Advisory

Our process and our philosophies

Our advisors are supported by an internal investment committee and dedicated internal investment staff. We seek to provide steady investment guidance to clients through strategic asset allocation, rigorous due diligence, and tailored portfolio construction.

Investment Team Objectives

Create portfolio guidelines that are transparent and cover a wide range of client goals
Focus on risk management and a consistent decision-making process
Monitor portfolios and employ rebalancing to keep risks in line
Number 4

Maintain discipline and avoid emotional decision making

Asset Allocation

We begin with the understanding that we are not “all knowing”, and that we cannot precisely model the entirety of the investment universe. Knowing this, we utilize a flexible framework that blends the qualitative (our views) and the quantitative (modeling). The goal here is to achieve consistent returns while recognizing market risks.

Read About Our Investing Principles

Our Investment Philosophies

While the portfolios we create for our clients are customized to their needs, our advisors and investment team are driven by a core set of tenets:

Sufficient diversification is essential to limit investment risk

Number 4

Investments must be considered with respect to the broader portfolio

Asset allocation is the key driver of long-term results

Number 5

Passive strategies are an important component of keeping fees low and managing risk

Turnover should be kept to a minimum

Number 6

Straightforward, transparent, and liquid is better than “latest and greatest”

What We Don’t Believe in:

  • Chasing the latest market trends

  • Attempting to ‘time the market’

  • Firing an asset manager for poor short-term performance

Our Dedicated Investment Team

Michael Moriarty

Michael Moriarty

Chief Investment Officer

Connor Darrell

Connor Darrell, CFA®

AVP, Investments

Ani Iyengar

Ani Iyengar

Associate, Investments

Dmitriy Katsnelson

Dmitriy Katsnelson

Deputy Chief Investment Officer

Michael Price

Michael Price, CFA®

VP, Investments

Charles Meixelsperger

Charles Meixelsperger

Senior Associate, Investments

Chris Maxey

Chris Maxey, CAIA

Chief Market Strategist

Emily Platt

Emily Platt, CFP®

Senior Associate, Investments

Explore our Investing Expertise


Our monthly videos break down data from the investment universe to help investors cut through the noise.


We offer expertise in investing that focuses on the environmental, social, and governance (ESG) aspects of the investment universe.

Read More on Investing 

Want to learn more?

Contact us for more information on our investment process.