A partner you can count on
We are an active, disciplined investment manager focused on helping investors pursue long-term financial success. As part of Callodine Group, we combine our 55+ years of independent thinking with the strength and shared resources of a broader asset management platform.
Our investment offerings
Our legacy investment strategies have track records dating back as far as five decades and have met client objectives over a variety of bull and bear market environments. Today, in addition to our long-standing core strategies, we also have investment offerings across a diverse set of asset classes to meet the needs of every client.
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.