Our History

A Stable, Experienced Partner

Drawing on more than 30 years of institutional investment management, we were established by The Glenmede Trust Company, NA in 2007 as a registered investment advisor.

A well-resourced boutique with a solid foundation.

By staying sharply focused on our clients, we have created a firm with the size and scale to offer innovative, high-quality solutions. Our strength is also in our ability to support a robust infrastructure while our tenured investment teams maintain the agility and flexibility to act quickly on market changes and adapt to client needs.

 

 

*AUM is as of 12/31/2018