Our investment management process is vetted by our Investment Advisory Group, comprised of local thought leaders in business, finance, investments, economics, and academia. Their global perspective and objectivity enrich our unique investment selection and review process, ensuring that we maintain the highest-quality funds in our clients’ portfolios. Our group of advisors further enhances our investment management process by:
- Providing an additional layer of objective investment expertise to challenge and affirm our investment selection and review process;
- Adding global perspective to our economic forecasting and trend analysis; and
- Continuing to have a shared interest in the success of the community we serve.
This esteemed group is led by our head of investments, Geoff Blyth, and joined by members of our Senior Management Team.