AUM by Product
Utilizing the firm's bottom-up investment philosophy, all of the firm's investment strategies are managed alike. Our principal investment strategies are managed to meet the objectives of the tax-exempt investor. We also manage a tax-sensitive growth strategy which seeks to maximize after-tax total return.
Our Assets Under Management, as categorized by product, is shown below.
Other: Includes Tax-Sensitive Growth as well as assets not suitable for inclusion within our main composites due to product guidelines and/or client constraints.