A partner you can count on
We are an active, disciplined investment manager dedicated to helping financial advisors deliver long-term outcomes for their clients. As part of Callodine Group, we bring 55+ years of independent thinking - backed by the resources and capabilities of a broader asset management platform.
Our investment offerings
Our flagship strategies carry track records of up to five decades, with a demonstrated history of meeting client objectives through varied market cycles. Alongside these time-tested offerings, we provide a diversified lineup of investment solutions across asset classes - giving advisors the flexibility to build portfolios tailored to any client need.
Investment Management for Taft-Hartley Plans
We provide specialized investment management solutions for Taft-Hartley plans, combining decades of experience with a dedicated service team focused on the unique needs of union clients and skilled trades. The firm emphasizes a partnership-driven approach, working closely with trustees, consultants, and advisors to pursue strong retirement outcomes, while also supporting plan participants through education and financial guidance to help them better understand and maximize their benefits.
We believe in the power of teams
In addition to our team-based research approach, when you work with us you also have a robust service team in your corner. We can help you construct client portfolios, prepare for meetings, or present to clients. We're always here to provide any information you need to serve clients and prospects.
More than investment management
After more than thirty years of working with financial professionals like you, we know it takes more than great investments to stand out. That’s why we support growing your practice by offering our specialized practice management resources. We also produce timely insights for you to share with those you serve.
Tailored to meet your needs
Whether you manage your own asset allocation or prefer an all-in-one approach, we will meet you where you are with solutions that can help. Learn more about our investment process and service offerings by setting up a call today.