Our Team

James Barr has over 40 years of financial experience having run large financial and non-financial companies. Additionally, James is a Chartered Retirement Planning Counselor^® . Among his accomplishments, Jim is a past Advisory

The investor strategy group is focused on delivering timely perspectives to your advisor, that explore how the latest economic data, market trends, geopolitical events, and policy decisions are impacting investors and investments. In additi

We are a dedicated team of research professionals, ready to address your advisor's market and investment advice questions. We are experts on the entire research platform, including our recommended managers, models, resources, and tools, and

The markets change quickly and we need to ensure our recommendations are poised to keep up with those changes. We are experienced analysts whose main responsibility is to recommend, monitor and,

The portfolio strategy team determines the asset allocation models based on relationships between risk and reward, and then selects the combinations of managers to populate each portfolio based on a variety of factors. We work closely with