About Us

Our Principal Affiliates

Brandywine Global

Brandywine Global Investment Management, LLC was founded in 1986. The firm offers an array of equity, fixed income, and balanced portfolios that invest in the US, international, and global markets. Since its founding, the firm has pursued one investment approach, Value Investing, with the goal of providing excellent risk adjusted returns over full investment cycles and across global markets.

ClearBridge Investments

At ClearBridge Investments, all equity strategies start with the same fundamental principle: the key to long-term success is selecting high-quality companies through rigorous research and analysis. Driven by the insight and expertise of portfolio managers and analysts, ClearBridge's time-tested investment process has guided the firm throughout its 45-year history. Strengthened by advanced trading and risk management systems, ClearBridge's disciplined, methodical approach is designed to achieve top-tier performance for their clients over the long-term.

The Permal Group

The Permal Group, one of the oldest and largest alternative asset management firms, provides investment opportunities in directional and absolute return strategies across global financial markets. Permal offers access to independent investment managers worldwide through its multi-manager and single manager funds, separate accounts, and participation in structured products.

QS Investors

QS Investors partners with clients to create innovative solutions within a quantitative framework. Taking a consultative approach to global asset management, they apply complementary behavioral and fundamental market insights to manage portfolios with a repeatable, risk-aware process. Strategies include global equities, liquid alternatives, multi-asset and customized solutions.

Royce & Associates

Royce & Associates, LLC, is one of the industry's most experienced and highly respected smaller-company investment managers. For more than 40 years, the firm has utilized a disciplined value approach, one that pays close attention to risk and maintains this discipline regardless of market environments or trends.

Western Asset Management

Western Asset Management is one of the world's leading fixed income managers providing investment services for a wide variety of global clients. By devoting all of its resources to fixed income, Western can provide a full commitment to clients of all types. The firm's focused approach over the long term has generated positive returns in a variety of products with varying risk disciplines.