Relationship Management

Client service is in our DNA. We are driven by a culture focused on creating solutions according to the needs of our diverse client base. Led by Marco Véissid, a dedicated team of client service executives consults with clients to craft solutions to their individual needs and objectives.  We specialize by client segment in order to bring our specialized knowledge to bear in creating effective solutions for institutional, financial institutions/sub-advisory, international and retail clients.

We provide and promote transparency at both the strategy level and across our business, as client relationships are viewed as partnerships, not transactions.

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