Sub-Advisory Services

We provide reporting that goes beyond simply showing performance. We create customized reports for our clients that show risk, asset allocation, and consolidated performance.

We have experience working with complex situations and are able to provide recommendations on how to operate more efficiently and when sub-plans should be consolidated. We focus on assessing risk at the total client relationship level and managing that risk through strategic allocations and tactical portfolio decisions.

We support and provide continuing education content that aligns with Board criteria. Our relationships today are with Investments & Wealth and the CFP Boards. The content we have available is shared in live and virtual forums.

Our Sales Team is ready to partner with your External Wholesalers to build successful long-term relationships and grow assets across your platforms. We take a team approach by promoting opportunities to consult on engagements and develop new strategies to bring the best of both of our firms to the client. We’ll be an extension of your team in the field and help drive flows into your strategies.

As the asset management arm of State Street Corporation, we are the creator of the world’s first ETFs and an indexing pioneer. Over the past 40 years we have built a universe of active and index strategies across asset classes to help our clients, and those who rely on them, achieve their investment goals.

We provide a wide range of investment solutions, from implementing short-term, tactical exposures to fully discretionary mandates (also known as “Outsourced CIO”).

We are increasingly seeing investors employ both active and index approaches to their fixed income strategies. Index strategies can complement active strategies and provide investors with greater flexibility to tactically allocate and fine-tune exposures to target allocations.

Alternative asset classes are increasingly important to plans seeking valuable sources of alpha and diversification—while also adding complexity in terms of managing risk and liquidity. We have one of the industry’s deepest dedicated alternatives teams, with more than 40 professionals who have an average of 22 years of experience. This allows us to help clients optimize their use of alternatives on both a strategic and tactical level.

As a leader in socially responsible investing, we are able to create customized portfolios that are designed to reflect each client’s unique priorities without compromising long-term returns.